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Leslie McMullen

Trilogy Financial Services
Denver, CO
Independent, comprehensive financial planning

Meet Leslie

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Introduction - Les McMullen
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Asset Allocation - Les McMullen
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Financial Plan - Les McMullen
Video Transcripts

Les McMullen joined Trilogy Financial and National Planning Corporation as a Registered Representative in August of 2007. In October of 2011 he was promoted to Managing Partner where he has been dedicated to putting together strategies and action plans to assist his clients in accomplishing their financial goals. Les also devoted his time to working with a diverse team of representatives to develop their skills so they may succeed in…

Les McMullen joined Trilogy Financial and National Planning Corporation as a Registered Representative in August of 2007. In October of 2011 he was promoted to Managing Partner where he has been dedicated to putting together strategies and action plans to assist his clients in accomplishing their financial goals. Les also devoted his time to working with a diverse team of representatives to develop their skills so they may succeed in helping their clients find financial independence.

Les was both a business owner and a corporate executive prior to coming onboard at Trilogy Financial so he brings a wealth of experience in strategic thinking and complex problem solving. Les believes that it is important to clarify and prioritize his clients' financial goals so that his clients can have confidence and vision in their financial planning.

Earlier in his Trilogy career Les was nominated as the Rookie of the Year and the Rising Star representative and he is currently working towards the Chartered Financial Consultant designation. Les holds FINRA Series 6, 7, 63, and 65 registrations, as well as Colorado life and health insurance licenses. He is also currently licensed in Oklahoma, California, Virginia, Wyoming and New Mexico.

Les currently lives near downtown Denver in a beautiful old house with his lovely wife, two wonderful kids and three energetic dogs.


Services offered

Investment management
Financial planning
Retirement planning
College planning
Insurance management
LGBT services
Socially responsible investing

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families

Fee structure

Fee & Commission
Flat Fee

Education

Bachelors
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