David Lester
David Lester is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Peachtree Cty, GA, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.
Location
1104 N Peachtree Pkwy, Ste 100, Peachtree Cty, GA, 30269
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2011Customer Dispute
December 2007Other Business ActivitiesSells Insurance
David may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the treasurer of the Harris County, GA chapter of the National Wild Turkey Federation, owns investment property, and is the owner of LCP Associates, LLC, which he uses for his wealth management practice.
Employment History
Current Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Previous Registrations
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations19 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.