Leslie Latady Couper

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2002 → Present
  Commonwealth Financial Network
  Waltham, MA
• 12/2013 → Present
  Casco Bay Wealth Advisors
  Portland, ME

Previous Registrations

• 2002-07-09 → 2002-08-26
  Securian Financial Services, Inc.
  Portland, ME

Other Businesses

1. Fixed insurance sales, as of 11/2013, 5% of time spent during business hours, conducted at branch, investment related. 2. CBWA Holdings, LLC, president, and part owner of private entity created as operating company for securities and insurance business, as of 11/2013, 100% of time spent during business hours, conducted at branch, investment related.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-08
• S63 Uniform Securities Agent State Law Examination
  2001-03-29

Designations

• Certified Financial Planner

Other Names

• Leslie Anne Latady