Leslie A. Evans-dunn
Professional summary
Leslie A Evans-dunn, who also goes by Leslie Ann Evans, Leslie Ann Wyckoff, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Leesburg, Virginia and KESTRA INVESTMENT SERVICES, LLC located in Lake Suzy, Florida.
Leslie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Leslie has worked at 14 firms and has passed the Series 63, Series 65, SIE, Series 31, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leslie A Evans-dunn's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2026 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2 Cardinal Park Drive Se Suite 101 B, Leesburg, VA 20175Office #2: 12653 Sw Cr 769 Suite D, Lake Suzy, FL 34269March 31, 2026 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 12653 Sw Cr 769 Suite D, Lake Suzy, FL 34269Office #2: 2 Cardinal Park Dr Se Suite 101b, Leesburg, VA 20175August 24, 2015 - April 1, 2026
COMMONWEALTH FINANCIAL NETWORK
August 24, 2015 - April 1, 2026
COMMONWEALTH FINANCIAL NETWORK
August 6, 2010 - August 25, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
August 6, 2010 - August 25, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 1, 2009 - August 23, 2010
MORGAN STANLEY
June 1, 2009 - August 23, 2010
MORGAN STANLEY
February 27, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
February 22, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
May 23, 2001 - February 27, 2006
LEGG MASON WOOD WALKER, INCORPORATED
February 2, 2000 - February 27, 2006
LEGG MASON WOOD WALKER, INCORPORATED
September 15, 1999 - January 11, 2000
FIRST UNION BROKERAGE SERVICES, INC.
June 30, 1999 - July 13, 1999
MIDSOUTH CAPITAL, INC.
June 13, 1997 - June 2, 1999
LEGG MASON WOOD WALKER, INCORPORATED
April 17, 1995 - November 7, 1996
RAYMOND JAMES & ASSOCIATES, INC.
October 1, 1993 - September 27, 1994
STATEWIDE SECURITIES GROUP, INC.
December 11, 1991 - October 15, 1993
SHIELDS & COMPANY
September 11, 1989 - May 16, 1991
LEHMAN BROTHERS INC.
July 19, 1989 - September 1, 1989
COZAD INVESTMENT SERVICES, INC.
May 21, 1987 - May 16, 1991
LEHMAN BROTHERS INC.
Primary Firm SEC Registration
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 8
Date: 3/25/1999
General Securities Sales Supervisor Examination (Options Module & General Module)FINRA
Current Firm
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330 / SEC#: 801-56126
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/01/2025 | ||
| 12/23/2024 | ||
| 10/20/2023 |
Red Flags
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.
