Leslie Kristen Wagner

Current Employers

Employment History

• 08/2008 → Present
  Strategic Financial Concepts, Llc
  San Antonio, TX
• 09/2009 → Present
  Lpl Financial, Llc
  San Antonio, TX

Other Businesses

(1) 7/19/2010: Kristen Wagner - Not Investment Related - Other-Direct Sales - Time Spent 5% - Sell Mary Kay cosmetics products to individuals. (2) 5/22/2013: NFA Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). (3) 11/20/2013: DSW Holdings Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - For Accounting Purposes Only. (4) 8/6/2014: National Financial Alliance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/06/2014 - 20 Hours Per Month - Sell fixed insurance products. (5) 9/15/2014: Strategic Financial Concepts, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 08/06/2014 - 80 Hours Per Month During Securities Trading - Provide financial planning and advice to clients for a fee as well as asset management for a fee quarterly. (6) 10/6/2015: National Financial Alliance, LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 05/19/2010 - 100 Hours Per Month During Securities Trading. (7) 12/8/2017 - NFA Institutional Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/21/2017 - 20 Hours Per Month During Securities Trading. (8) 12/12/2017 - NFA Insurance - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/21/2017 - 10 Hours Per Month During Securities Trading. (9) 5/25/2018 - National Financial Alliance LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:05/22/2018 - 80 Hour(s) Per Month/80 Hour(s) During Trading. (10) 08/20/2024 - DSW Holdings Inc - Real Estate Rental - Investment Related - Corpus Christi, TX - Start Date 01/01/2024 - 8 Hours Per Month/ 0 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-06-08

Other Names

• Kristen Boatwright
• Leslie Kristen Boatwright