Leslie Archambault, financial advisor Glastonbury CT

Leslie Archambault

CRD Number: 2864622
Current Firm: Integrated Wealth Concepts LLC

Leslie Archambault (CRD# 2864622) is an Investment Advisor Representative working at Integrated Wealth Concepts LLC in Glastonbury, CT and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Simsbury, CT Jul 2021 - Current 2
Integrated Wealth Concepts, LLC Simsbury, CT Jul 2021 - Current 2
Coburn & Meredith, Inc. Htfd, CT Jul 1996 - Jul 2021 25
Coburn & Meredith, Inc. Hartford, CT Jul 1996 - Jul 2021 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Leslie E. Archambault
Phone Number: (781) 890-3045
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    7,466
    MILLIONS
  • Total Number of Accounts
    17,089
    ACCOUNTS
  • Average Account Value
    $436,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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