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Les Nesmith

Cpa Advisory Services, P.C.

Scottsdale, AZ

CRD 3187322

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Employer firm

Cpa Advisory Services, P.c. CRD 114170

$86.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Cpa Advisory Services, P.C.

7373 E. Doubletree Ranch Rd. #255, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-07-20
CA RA APPROVED 2021-06-07
AZ RA APPROVED 2002-06-05
  • IL RA
    APPROVED
    Since 2022-07-20
  • CA RA
    APPROVED
    Since 2021-06-07
  • AZ RA
    APPROVED
    Since 2002-06-05

Branch Locations

7373 E. Doubletree Ranch Rd. #255, Scottsdale, AZ 85258 • 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
Les Nesmith, Cpa Sun City AZ 08/1983 Present
Cpa Advisory Services, Inc. Scottsdale AZ 05/2002 Present
  • 08/1983 → Present
    Les Nesmith, Cpa
    Sun City, AZ
  • 05/2002 → Present
    Cpa Advisory Services, Inc.
    Scottsdale, AZ
Previous Registrations
Other Businesses

Les Nesmith, CPA; NON-INVESTMENT RELATED; 10451 W Palmeras Dr UNIT 130, Sun City, AZ 85373; ACCOUNTING AND CPA SERVICES; OWNER AND CPA; 08/1983; APPROX 10% of TIME ALLOCATED TO OUTSIDE ACTIVITY; SERVICE CLIENTS WITH ACCOUNTING AND CPA WORK.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-19
  • S65 Uniform Investment Adviser Law Examination
    1999-02-19
Other Names
  • Leslie Lee Nesmith

View on SEC IAPD

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