Leslie Ann Coulson

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 08/2014 → 06/2024
  Centaurus Financial Inc.
  Anaheim, CA
• 08/2025 → Present
  Lpl Financial
  Diamond Bar, CA
• 06/2024 → 07/2025
  Unemployed/Disability Leave
  Claremont, CA
• 08/2024 → Present
  Eldercalifornia
  Claremont, CA

Previous Registrations

• 2014-08-08 → 2024-08-05
  Centaurus Financial, Inc.
  Upland, CA
• 2013-05-13 → 2014-08-08
  Fsc Securities Corporation
  Upland, CA
  Downey, CA
• 2009-09-17 → 2013-05-16
  Lpl Financial Llc
  Upland, CA
• 2008-05-08 → 2009-06-25
  Ameriprise Financial Services, Llc
  Rancho Cucamonga, CA
• 2002-12-19 → 2008-09-23
  Fragasso Financial Advisors
  Pittsburgh, PA

Other Businesses

1. 07/2025 - The Advisory Group - DBA for LPL Business (entity for LPL business) - Investment Related - 80 Hour(s)/Month - 20 Hour(s) During Trading - At Reported business location(s) - OBA Start Date: 8/20/2025 2. 07/2025 - ELDERCALIFORNIA - Outside/W-2 Employment - Not Investment Related - 50 Hour(s)/Month - 0 Hour(s) During Trading - Claremont CA 91711 - OBA Start Date: 08/01/2024 3. 07/2025 - Leslie Coulson Notary - Notary - Investment Related - 2 Hour(s)/Month - 1 Hour(s) During Trading - Claremont CA 91711 - OBA Start Date: 07/29/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-06
• S63 Uniform Securities Agent State Law Examination
  1996-10-07

Other Names

• Leslie Ann Fisher
• Leslie Ann Fisher