Leslie M Wojcik

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

• 06/2010 → 12/2017
  Ashford Investment Advisors
  Daytona Beach, FL
• 01/2018 → 06/2021
  Alliance Financial Partners
  Palm Coast, FL
• 01/2018 → 06/2021
  Lpl Financial Llc
  Palm Coast, FL
• 06/2021 → 12/2021
  Keyes, Stange & Wooten Wealth Management, Llc
  Palm Coast, FL
• 12/2021 → 04/2022
  Unemployed
  Indiana, PA
• 04/2022 → Present
  Lpl Financial Llc
  Indiana, PA

Previous Registrations

• 2021-07-27 → 2021-12-22
  Keyes, Stange & Wooten Wealth Management, Llc
  Daytona Beach, FL
• 2018-07-18 → 2021-06-21
  Lpl Financial Llc
  Palm Coast, FL
• 2011-09-14 → 2017-12-31
  Ashford Investment Advisors
  Daytona Beach, FL

Other Businesses

1)04/06/2022 - Fross and Fross Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 04/2022 - 160 Hr/Mth

Exams

• S63 Uniform Securities Agent State Law Examination
  2018-08-18
• S65 Uniform Investment Adviser Law Examination
  2011-06-14