Leslie Ann Corley
Investment adviser representative at World Equity Group, Inc.
10 yearsExperience
1 stateRegistered in
$1BFirm assets
27 yearsFirm in business
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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
- Seminars and workshops
Experience
10 years in the industry.
- World Equity Group, Inc.Feb 2025 to now
- HomemakerOct 2024 to Jan 2025
- J.P. Morgan Securities LLCJul 2023 to Sep 2024
- JPMorgan Chase Bank, N.A.Jul 2023 to Sep 2024
- HomemakerSep 2022 to Jun 2023
- Edward JonesOct 2016 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2013
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
World Equity Group, Inc.
$1BAssets managed
3,151Clients
52Advisers
27 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
- 5504429
- Firm CRD
- 29087