Leslie E. Trowbridge
Professional summary
Leslie Ellen Trowbridge, CFP®, who also goes by Leslie Trowbridge Corcoran, Leslie Trowbridge Silver, is a registered financial advisor currently at FAMILY FIRST FINANCIAL PLANNING located in Stuart, Florida.
Leslie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Leslie has worked at 2 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Leslie Ellen Trowbridge's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
March 2, 1999 - Present
FAMILY FIRST FINANCIAL PLANNING
Office #1: 850 Nw Federal Highway Suite 150, Stuart, FL 34994October 17, 1996 - March 31, 1998
BARNETT INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/2/1999)
(7/27/2009)
Exams
Current Firm
FAMILY FIRST FINANCIAL PLANNING
CRD#: 131254 / SEC#:
Contact information
Red Flags
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Company Information
FAMILY FIRST FINANCIAL PLANNING
CRD#: 131254Stuart, FL 34994TRUST BUT VERIFY
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