Lesley Dever
Lesley Dever is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Manchester By the Sea, MA, with 27 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
40 Beach Street, Suite 202, Manchester By the Sea, MA, 01944
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lesley has a 10% ownership in The B C D Group LLC and 100% ownership in LAD Financial Inc. Both activities are investment-related and take up a full-time commitment each.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Street Research Investment Services, INC.Broker
John Hancock Funds, INC.Broker
Scudder Investor Services, INC.Broker
Putnam Financial Services, INC.Broker
State Registrations30 states
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