Barry Donald Leslie
CFP®Professional Summary
Barry Donald Leslie, CFP® is a registered financial advisor currently at LESLIE GLOBAL WEALTH, LLC located in Itasca, Illinois and LPL FINANCIAL LLC located in Itasca, Illinois. Barry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Barry has worked at 2 firms and has passed the Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
CAPITAL PROGRAMS ADVISORY COMPANY | PORREY LESLIE ASSOC., LLC | PORREY LESLIE AND ASSOCIATES, LLC | LESLIE GLOBAL WEALTH, LLC
Contact Information
Main Address
500 Park Blvd Suite 1440, Itasca, IL 60143Phone Number
(312) 946-1000# of Employees
6SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,007AUM (Assets Under Management)
$446,848,773Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CAPITAL PROGRAMS ADVISORY COMPANY | PORREY LESLIE ASSOC., LLC | PORREY LESLIE AND ASSOCIATES, LLC | LESLIE GLOBAL WEALTH, LLC
State Registrations and Notice Filings
(10/7/2015)
(6/23/2022)
(2/19/2009)
(2/7/2011)
(10/17/2024)
(2/18/2015)
(8/16/1999)
(1/7/2004)
(4/24/2023)
(8/14/1998)
(2/26/2016)
(5/25/2022)
(5/21/2020)
(11/15/2021)
(11/17/1998)
(4/28/2021)
(4/1/2016)
(7/6/2015)
(10/26/2015)
(7/3/2012)
(12/22/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Barry Donald Leslie's CRS (Customer Relationship Summary).
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