Joseph Lesner
Joseph Lesner is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 29 years of industry experience. Joseph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees are not to exceed an annual rate of 2.25% of the value of assets on which investment consulting services are provided. Specific fee schedules for wrap fee programs and managed accounts are detailed in the separate Wrap Fee Program Brochure.
Fee Estimator
Location
39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Joseph is an independent insurance broker since 2020, focusing on fixed annuities. He also works at Comerica and FO2, dedicating about a quarter of his time to Comerica and minimal time to FO2.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Comerica Securities
Comerica SecuritiesBroker
Leonard & CompanyBroker
Morgan Stanley Dw INC.Broker
State Registrations18 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.
Exams
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