Leslie Ann Morgan is an investment adviser representative (IAR) with state registration records since 2004, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2021-09-09 | present | Yes |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2011-09-20 | 2020-11-13 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2004-03-02 | 2005-04-01 | — |