Lesa Haas
Lesa Haas is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Everett, PA, with 30 years of industry experience. Lesa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
108 E Main Street, Apt 2, Everett, PA, 15537
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lesa is an independent insurance agent selling life, accident, health, and long-term care insurance since 1998. She is also a tax preparer and owns rental property, dedicating minimal time to the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
The House of Securities CompanyBroker
State Registrations25 states
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