Mark Lessner is a CFP-designated registered investment advisor, based in Westborough, MA, with 33 years of industry experience.
Location
1400 Computer Drive, Suite 201, Westborough, MA, 01581
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Regulatory History (1)
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Customer Dispute
November 2008Denied
Other Business Activities
Mark is an independent contractor for Boston Harbor Wealth Advisors, LLC since 2017 and Lessner Wealth Advisors since 2022, providing financial advice. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
World Investment Advisors, LLC
June 2024 - Present · 1 yr 11 mos
World Investments, LLCBroker
June 2024 - Present · 1 yr 11 mos
World Investments, LLC
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2018 - June 2024 · 6 yrs 3 mos
Boston Harbor Wealth Advisors, LLC
May 2017 - October 2018 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
April 2017 - June 2024 · 7 yrs 2 mos
Ameriprise Financial Services, INC.
June 2015 - April 2017 · 1 yr 10 mos
American Express Service CorporationBroker
February 1993 - December 1994 · 1 yr 10 mos
Ameriprise Financial Services, INC.Broker
September 1992 - April 2017 · 24 yrs 7 mos
Ids Life Insurance CompanyBroker
September 1992 - July 2006 · 13 yrs 10 mos
State Registrations28 states
ALCACOCTDCDEFLHIILKSMAMDMEMINCNHNJNMNVNYPARISCTXVAVTWAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.