Leslie R Schilp

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 02/2015 → 04/2017
  Charles Schwab & Co., Inc.
  Orlando, FL
• 02/2018 → 06/2022
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 04/2017 → 02/2018
  Unemployed
  Winter Park, FL
• 06/2022 → Present
  Raymond James & Associates, Inc.
  Winter Park, FL

Previous Registrations

• 2015-03-20 → 2017-04-24
  Charles Schwab & Co., Inc.
  Orlando, FL
• 2008-07-18 → 2015-02-10
  First Command Brokerage Services, Inc.
  Fort Worth, TX
  Fort Worth, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  2003-04-28

Other Names

• Leslie R Nichols
• Leslie Henderson
• Leslie Rachelle Henderson
• Leslie Rachelle Nichols