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Leslie Ellen Trowbridge

Family First Financial Planning

Stuart, FL

CRD 2648431

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Employer firm

Family First Financial Planning CRD 131254

193 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Educational seminars

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

Current Employers
Family First Financial Planning

850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2009-07-27
FL RA APPROVED 1999-03-02
  • GA RA
    APPROVED
    Since 2009-07-27
  • FL RA
    APPROVED
    Since 1999-03-02

Branch Locations

850 Nw Federal Highway Suite 150, Stuart, FL 34994 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Family First Financial Planning Stuart FL 10/1998 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-10-30
  • S63 Uniform Securities Agent State Law Examination
    1996-10-30
Designations
  • Certified Financial Planner
Other Names
  • Leslie Ellen Trowbridge
  • Leslie Trowbridge Silver
  • Leslie Trowbridge Corcoran

View on SEC IAPD

Nearby Firms

DUNN CAPITAL MANAGEMENT
RAYMOND JAMES & ASSOCIATES, INC.
JANNEY MONTGOMERY SCOTT LLC

Nearby Investors

ANTHONY JAMES LOSH
JACQUELINE ANN BISHOP BURKE
CHARLENE THERESA LANGFORD

Nearby Offices

DUNN CAPITAL MANAGEMENT · STUART, FL
RAYMOND JAMES & ASSOCIATES, INC. · STUART, FL
JANNEY MONTGOMERY SCOTT LLC · STUART, FL

More in Stuart, FL

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