Bradley Lester is a CFP-designated registered investment advisor, based in Norman, OK, with 28 years of industry experience.
Location
3940 W. Tecumseh Road, Suite 100, Norman, OK, 73072
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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
Bradley is a licensed insurance agent offering non-variable insurance products, dedicating minimal time to this activity. He also serves on the finance/investment committee for New Life Bible Church and is the CEO of Partners In Planning Financial Services, a DBA for his sole proprietorship, Shayne Lester, CFP, which takes about half of Bradley's time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Eide Bailly Advisors, LLC
Securities America, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Pruco Securities CorporationBroker
MML Investors Services, INC.Broker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.