Kathleen Marie Governale
Investment adviser representative at Leslie Global Wealth, LLC
26 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$446.8MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Leslie Global Wealth, LLCJun 2022 to now
- LPL FinancialJun 2022 to now
- J.W. Cole Financial, Inc.Aug 2009 to Dec 2020
- Strategic Financial Advisory ServicesFeb 2000 to Jun 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (IL).
Leslie Global Wealth, LLC
$446.8MAssets managed
385Clients
3Advisers
11 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
- 5281805
- Firm CRD
- 128202