Leslie Beth Heath
Professional Summary
Leslie Beth Heath, who also goes by Leslie Beth Heath Gaylord, Leslie Heath Gaylord, Leslie Beth Heathgaylord, was a registered financial advisor. Leslie was a previously registered financial professional and started their career in finance 1987 - 2026. Leslie had worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 52TO, Series 72, SIE, Series 7, Series 24 and Series 53 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Leslie Beth Heath Gaylord, Leslie Heath Gaylord, Leslie Beth Heathgaylord
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
39 years in the financial services industry
Current & Past Employments
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Current Firm
S.B. VALUE PARTNERS, L.P.
Contact Information
Main Address
1903 San Pedro Avenue, San Antonio, TX 78212Mailing Address
Po Box 15159, San Antonio, TX 78212Phone Number
(844) 728-2583# of Employees
13SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
108AUM (Assets Under Management)
$3,890,370,297Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
S.B. VALUE PARTNERS, L.P.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 72 — Government Securities Representative Examination
Passed Jan 2023Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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