Samuel Andrew Leslie

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1991 → Present
  Trustmark Bank
  Hattiesburg, MS
• 07/2011 → 09/2025
  Lpl Financial Llc
  Hattiesburg, MS
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Hattiesburg, MS
• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Hattiesburg, MS

Previous Registrations

• 2011-07-05 → 2025-09-11
  Lpl Financial Llc
  Hattiesburg, MS
• 2010-01-14 → 2011-07-05
  Uvest Financial Services Group, Inc.
  Hattiesburg, MS
• 2006-02-28 → 2010-01-14
  Uvest Financial Services Group, Inc.
  Hattiesburg, MS
  Jackson, MS
• 2003-04-21 → 2006-02-28
  Trustmark Securities, Inc.
  Jackson, MS
  Hattiesburg, MS
  Jackson, MS

Other Businesses

Trustmark Financial Services Not investment-related Hattiesburg, MS DBA/Support Company Advisor 07/2011 0 hours per month 0 hours during trading Trustmark Bank Investment-related Hattiesburg, MS Financial Institution Bank Associate 09/2025 160 hours per month 130 hours during trading Grant Committee Not investment-related Hattiesburg, MS Non-profit Volunteer 01/2014 2 hours per month 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-04
• S63 Uniform Securities Agent State Law Examination
  1987-10-22

Designations

• Certified Financial Planner

Other Names

• Andy Leslie