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Rita Lessard

24 Years of Experience
Baton Rouge, LA
Broker

Rita Lessard is a registered investment advisor at Wells Fargo Advisors, based in Baton Rouge, LA, with 24 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4319 Bluebonnet Blvd, Baton Rouge, LA, 70809

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
September 2017 - July 2022 · 4 yrs 10 mos
Wells Fargo Clearing Services, LLC
September 2017 - July 2022 · 4 yrs 10 mos
Morgan Stanley
April 2010 - September 2017 · 7 yrs 5 mos
Morgan StanleyBroker
April 2010 - September 2017 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - April 2010 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2007 - April 2010 · 2 yrs 5 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - October 2007 · 6 mos
Morgan Stanley Dw INC.Broker
July 2001 - April 2007 · 5 yrs 9 mos
State Registrations3 states
COLATX
AdvisorBrokerBoth

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
No exam information available for this advisor.