Lester Lee
Lester Lee is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Baton Rouge, LA, with 34 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9191 Siegen Ln, Bldg 1, Baton Rouge, LA, 70810
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2020Customer Dispute
April 2004Other Business ActivitiesSells Insurance
Lester is involved in several investment-related activities, including real estate rental and DBAs for his LPL business. He also sells non-variable insurance, including life, health, disability, and long-term care insurance, dedicating a few hours per week to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
State Registrations25 states
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