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Belinda L. Leslie

BELINDA LESLIE A REGISTERED INVESTMENT ADVISER
Franklin, TN
Some features on this profile are disabled
CRD#: 1910240
BL

Professional summary


Belinda Lee Leslie, who also goes by Belinda L Hodges, is a registered financial advisor currently at BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC. located in Franklin, Tennessee.

Belinda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Belinda has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Belinda L Hodges

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.
I SING MEZZO SOPRANO WITH THE NASHVILLE OPERA ASSOCIATION ONCE A YEAR. IT IS NOT INVESTMENT-RELATED, IS ALL AFTER WORKING HOURS, AND DOES NOT TAKE ANY TIME AWAY FROM MY INVESTMENT WORK.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Belinda Lee Leslie's CRS (Customer Relationship Summary).

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


Current

March 25, 2004 - Present

BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

RIA
CRD#: 123702
Franklin, TN
Past

February 14, 2000 - November 13, 2000

AMSOUTH INVESTMENT SERVICES, INC.

BD
CRD#: 15692
BIRMINGHAM, AL
Past

February 1, 1997 - February 14, 2000

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

August 7, 1996 - February 1, 1997

AMERISTAR CAPITAL MARKETS, INC.

BD
CRD#: 17068
Past

November 18, 1994 - May 31, 1996

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 18, 1994 - May 31, 1996

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(3/25/2004)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/8/2000
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BL
BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.
BELINDA LESLE | TOP OF WOODLAND WEDDINGS | SUPERIOR INVESTMENT PLANNERS,INC. | BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

CRD#: 123702 / SEC#:

Tennessee
Registered Investment Advisory firm - (2/26/2003 Approved)
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Contact information


Main Address
Franklin, TN
Mailing Address
Phone number
(615) 482-0300
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts24
AUM (Assets Under Management)$ 16,136,220

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


BELINDA LESLIE A REGISTERED INVESTMENT ADVISER, INC.

CRD#: 123702Franklin, TN

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