Qualifications

Leslie Morpeth has been a Certified Financial Planner since 1987, earning her Series 7 securities license that year and her insurance license early in 1988. In 1998, she added the Registered Financial Consultant designation and completed the Series 65 examination to become an investment advisor. She offers Comprehensive Wealth Management(tm)services including financial consulting, securities and insurance products, gift & planning services, in Nevada, Texas and other states where licensed. A network of financial associates allows her to offer comprehensive financial planning services while still providing you with personal attention.