LESLIE ANNE HERR

LESLIE ANNE HERR is an investment adviser representative (IAR) with state registration records since 2001, appearing at 5 firms. Currently registered with SIMPLIFIED WEALTH MANAGEMENT, LLC.

Registration history (5)

FirmFromToCurrent
SIMPLIFIED WEALTH MANAGEMENT, LLC2021-02-26presentYes
J.P. MORGAN SECURITIES LLC2014-09-082019-01-16
NEW ENGLAND SECURITIES2012-03-162013-10-07
ANDERSON HERR FINANCIAL SERVICES, LLC2006-03-282007-12-18
WADDELL & REED2001-06-202005-12-31

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