Leslie Danielle Crabill

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

• 05/2007 → Present
  Bct
  Martinsburgq, WV
• 07/2011 → Present
  Lpl Financial Llc
  Charles Town, WV

Previous Registrations

• 2007-07-09 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Martinsburg, WV
  Charlotte, NC
  Charles Town, WV
• 2002-06-03 → 2007-04-09
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Martinsburg, WV
  Charlotte, NC

Other Businesses

1.05/31/2011; Investment products and services are offered through LPL Financial LLC using the DBA/trade name BCT Investments; Investment Related; at Reported Business Location(s); Start Date ; hrs/mth; hrs during trading 2.10/24/2019; BCT Bank, BCT Wealth Advisors; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 04/02/2007; 80hrs/mth; 70hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-05-11
• S65 Uniform Investment Adviser Law Examination
  1995-05-11

Other Names

• Leslie Smith Crabill
• Leslie D Smith
• Leslie Danielle Smith