Leslie Marie Giordano
Investment adviser representative at Leslie Marie Giordano
34 yearsExperience
1 stateRegistered in
ChFC®Designation
$62.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
34 years in the industry.
- Leslie Marie GiordanoJan 1995 to now
- Independent Group & Life Agency, Inc.Sep 1992 to now
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Leslie Marie Giordano
$62.6MAssets managed
153Clients
1Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4648231
- Firm CRD
- 126274