Lesley M. Shiffrin
Professional summary
Lesley Myrna Shiffrin, CFP®, who also goes by Lesley Myrna Leeb, Lesley Leeb, is a registered financial advisor currently at OROGRAPHIC FINANCIAL ADVISORS located in Denver, Colorado.
Lesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Lesley has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lesley Myrna Shiffrin's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2022 - Present
OROGRAPHIC FINANCIAL ADVISORS
January 11, 2000 - December 31, 2022
NTB FINANCIAL CORPORATION
August 31, 1998 - December 31, 2022
NTB FINANCIAL CORPORATION
January 27, 1995 - September 1, 1998
OWEN-JOSEPH SECURITIES, INC.
October 23, 1992 - March 27, 1995
C. M. BLAIR, W. O. FOSTER & CO., INC.
October 17, 1990 - September 2, 1992
OMNIVEST, INC.
October 24, 1989 - November 29, 1990
PIM FINANCIAL SERVICES, INC.
January 27, 1986 - October 31, 1989
KORN, WOMACK, STERN AND ASSOCIATES, INC.
October 23, 1985 - February 3, 1986
VALUE EQUITIES CORPORATION
Primary Firm SEC Registration
OROGRAPHIC FINANCIAL ADVISORS
CRD#: 323980 / SEC#: 801-126918
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2022)
Exams
Current Firm
OROGRAPHIC FINANCIAL ADVISORS
CRD#: 323980 / SEC#: 801-126918
Contact information
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 232 |
| AUM (Assets Under Management) | $ 170,436,300 |
Red Flags
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