Leslie Gabell Crilley

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

• 04/2009 → 01/2021
  Ubs Financial Services
  Newtown, PA
• 01/2021 → Present
  Lpl Financial Llc
  Washington Crossing, PA

Previous Registrations

• 2009-05-11 → 2021-02-01
  Ubs Financial Services Inc.
  Newtown, PA
• 2006-09-29 → 2009-05-06
  Blackrock Investment Management, Llc
  Plainsboro, NJ
• 2004-11-22 → 2006-09-29
  Merrill Lynch Investment Managers Lp
  Plainsboro, NJ

Other Businesses

1) 01/14/2021- Washington Crossing Financial Group- DBA for LPL Business (entity for LPL business)- Inv. Related- 100% 2) 01/14/2021- Notary- Inv. Related- New Hope, PA- start date 5/23/2019- 0% 3) 01/09/2026 - Washington Crossing Financial Group - Notary - Investment Related - At Reported Business Location(s) - Start Date 06/25/2023 - 0 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-11-19

Other Names

• Leslie Jeanne Gabell