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Cfp® Barry Leslie
President of Leslie Global Wealth, LLC
Barry Leslie, CFP®, is an experienced Investment Advisor Representative and Wealth Manager with a career that dates back to 1998. He holds a liberal arts degree from the University of Michigan and an MBA in Finance from the prestigious Kellogg School of Management at Northwestern University. Being a CERTIFIED FINANCIAL PLANNER(TM) Practitioner, he also serves as a Registered Principal and Branch Manager with LPL Financial. Barry is actively engaged with professional bodies like the Financial Planning Association and the Chicago Estate Planning Council to stay updated on industry changes at both local and national levels.
Barry Leslie currently offers securities through LPL Financial, a Member of FINRA/SIPC, while providing Investment Advice through his firm, Leslie Global Wealth, LLC, a registered investment advisor separate from LPL Financial. His securities registrations cover a broad range of states including CA, CO, FL, GA, HI, IL, IN, KS, MD, MI, OH, VA, WA, WI, WY. Barry's expertise lies in the seamless integration of various financial planning aspects such as Investment Planning, Tax Planning, Estate Planning, and Insurance Planning.
