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Lesli Anne Harlan

VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS·PLANO, Texas
Clean recordVESTPRO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lesli Anne Harlan is a registered financial advisor based in PLANO, Texas, affiliated with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS
CPF TEXAS
AUM
$233M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5118527
Firm CRD# 122484
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lesli Anne Harlan offer?
Lesli Anne Harlan specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
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, working with VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS. Their office serves clients in the PLANO metropolitan area and surrounding communities.
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.
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Other Advisors at VESTPRO FINANCIAL PARTNERS, INC. DBA CPF TEXAS

Adam Barrett Spence
PLANO, TX
Mark Steven Schupbach
PLANO, TX
Rudy Fernandez
PLANO, TX
Thomas Andrew Knippa
PLANO, TX

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Research
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