Leslie Karen Garrison

Employer firm

Cornerstone Wealth Management, LLC CRD 164666

$4.93B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• LPL SPONSORED ADVISORY PROGRAMS; INVESTMENT MANAGEMENT & RESEARCH SUBSCRIPTION LICENSING

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

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

Current Employers

Employment History

• 09/2018 → Present
  Cornerstone Wealth Management
  St. Peters, MO
• 07/2015 → 09/2018
  Buckingham Strategic Wealth
  Saint Louis, MO
• 09/2018 → Present
  Lpl Financial Llc
  Des Peres, MO

Other Businesses

1)05/24/2021 - Cornerstone Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s)

Exams

• S66 Uniform Combined State Law Examination
  2021-07-16

Other Names

• Leslie Karen Dunn
• Leslie Garrison