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Leslie R. White

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CRD#: 1245063
LW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leslie Russell White, who also goes by Les White, was a registered financial professional .

Leslie is a previously registered financial professional and started their career in finance in 1984. Leslie had worked at 7 firms and has passed the Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Les White

Other business activities


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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 25, 2000 - December 31, 2001

HEARTLAND INVESTMENT ASSOCIATES, INC.

BD
CRD#: 26974
HIAWATHA, IA
Past

November 13, 1996 - June 18, 1998

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
LOS ANGELES, CA
Past

September 22, 1993 - December 31, 1994

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 2, 1990 - December 31, 1991

CENTURY INVESTORS OF AMERICA, INC.

BD
CRD#: 5322
Past

August 19, 1986 - October 12, 1988

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE
Past

February 7, 1985 - August 6, 1985

ALLIED GROUP SECURITIES CORPORATION

BD
CRD#: 3638
Past

November 13, 1984 - January 4, 1985

FBL MARKETING SERVICES, LLC

BD
CRD#: 5309

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/7/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


HI
HEARTLAND INVESTMENT ASSOCIATES, INC.
HEARTLAND INVESTMENT ASSOCIATES, INC.

CRD#: 26974 / SEC#: , 8-42777

BD
Terminated by SEC on 07/13/2015
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Contact information


Main Address
Mailing Address
Phone number
Established
Iowa since 05/01/1990
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
HEARTLAND FINANCIAL GROUP, INC.HOLDING CORPORATION
LUEBE, EDWARD DUANEEXECUTIVE VICE PRESIDENT/CFO/PRINCIPAL1686926
FELTES, RONALD RAYMONDPRESIDENT/CEO/BOARD CHAIRMAN /CCO1248551
MILLER, JEFFERY ALANVICE PRESIDENT/OPTIONS PRINCIPAL1852684

Disclosures


Regulatory Event2
Arbitration1

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.

Company Information


HEARTLAND INVESTMENT ASSOCIATES, INC.

CRD#: 26974

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