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LW

Leslie A. Williamson

BRIGHTHOUSE SECURITIES
Charlotte, NC
Some features on this profile are disabled
CRD#: 5039561
LW

Professional summary

Leslie Ann Williamson, CFP®, who also goes by Leslie Ann Misenheimer, Leslie Williamson, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.

Leslie is registered as a RR (Registered Representative) and started their career in finance in 2005. Leslie has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Leslie Ann Misenheimer | Leslie Williamson

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) - BD

Click below to view Leslie Ann Williamson'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®
CFP®

Certified Financial Planner

Experience

Current

June 28, 2017 - Present

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
Charlotte, NC
Past

March 23, 2015 - July 29, 2016

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
CHARLOTTE, NC
Past

March 2, 2015 - July 29, 2016

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
CHARLOTTE, NC
Past

September 30, 2011 - February 13, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

September 30, 2011 - February 13, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

November 16, 2009 - September 30, 2011

FIFTH THIRD SECURITIES, INC.

RIA
CRD#: 628
CHARLOTTE, NC
Past

November 16, 2009 - September 30, 2011

FIFTH THIRD SECURITIES, INC.

BD
CRD#: 628
CHARLOTTE, NC
Past

June 5, 2009 - November 3, 2009

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
CHARLOTTE, NC
Past

June 2, 2009 - November 3, 2009

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
CHARLOTTE, NC
Past

May 29, 2007 - May 8, 2009

GWN SECURITIES INC.

RIA
CRD#: 128929
CHARLOTTE, NC
Past

May 21, 2007 - May 8, 2009

GWN SECURITIES INC.

BD
CRD#: 128929
CHARLOTTE, NC
Past

March 5, 2007 - May 18, 2007

EDWARD JONES

RIA
CRD#: 250
ADVANCE, NC
Past

November 29, 2005 - May 18, 2007

EDWARD JONES

BD
CRD#: 250
ADVANCE, NC

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Montana
(12/18/2024)
RR
New Mexico
(12/18/2024)
RR
New York
(12/18/2024)
RR
North Carolina
(6/28/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/26/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/1/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/28/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 8/26/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information

Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

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

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300Charlotte, NC

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