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Leslie Alexander North

Investment adviser representative at Highpoint Planning Partners
21 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.8BFirm 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
  • Pension consulting

Experience

21 years in the industry.

  1. Highpoint Planning PartnersDec 2021 to now
  2. LPL Financial, LLCDec 2013 to now
  3. Highpoint Advisor Group, LLC (dba: Stonebridge Wealth Advisors)Dec 2012 to now
  4. Par ConsultingSep 2005 to Mar 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2011

State registrations

Registered as an investment adviser representative in 1 state (IL).

Highpoint Planning Partners

Legal name: Highpoint Advisor Group, LLC

$4.8BAssets managed
9,258Clients
114Advisers
4 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
5869346
Firm CRD
316636
Advisor's SEC record (opens in a new tab)
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