Unclaimed Profile

Lesli Anne Harlan

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredVESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

2500 DALLAS PARKWAY, PLANO, TX 75093CRD# 5118527Firm CRD# 122484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lesli Anne Harlan · PLANO, TX

Registration

CRD #5118527 · VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

M CAPITAL ADVISORS

May 2018 – Jan 2019

NASHVILLE, TN

CPF TEXAS

Feb 2015 – Nov 2018

PLANO, TX

LPL FINANCIAL LLC

Feb 2011 – Jul 2015

PLANO, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 2, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

CRD 122484 · SEC 801-80920

AUM

$233M

Regulatory assets under management

Employees

527 client accounts

Services offered by VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →

Introduction

Speak with Lesli

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Lesli is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Lesli Anne Harlan offer?

Lesli Anne Harlan specializes in Financial Planning, Investment Management.

What are Lesli Anne Harlan's credentials?

Lesli Anne Harlan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lesli Anne Harlan located?

Lesli Anne Harlan is based in PLANO, Texas, last registered with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS.

How does Lesli Anne Harlan charge for services?

Lesli Anne Harlan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS?

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS has approximately 12 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →