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Lester Dennis

23 Years of Experience
Bethesda, MD
1 DisclosureBroker

Lester Dennis is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 23 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

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History (1)
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Customer Dispute
January 2020
Denied
Other Business Activities

Lester co-owns raw land for farming/timber and has 90% ownership in Dennis GP, LLC. Lester also works as an inventory control associate at Pohanka Toyota (about a quarter of his time) and owns 100% of 72 LLC (nearly full-time).

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Wells Fargo Advisors
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - July 2023 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - July 2023 · 6 yrs 1 mo
Wells Fargo Clearing Services, LLC
September 2010 - June 2017 · 6 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
September 2010 - June 2017 · 6 yrs 9 mos
Bb&t Investment Services, INC.
December 2003 - September 2010 · 6 yrs 9 mos
Bb&t Investment Services, INC.Broker
December 2003 - September 2010 · 6 yrs 9 mos
Uvest Financial Services And/or Compass Capital
March 2003 - October 2003 · 7 mos
Uvest Financial Services Group, INC.Broker
January 2003 - October 2003 · 9 mos
American Express Financial Advisors INC.Broker
June 2002 - January 2003 · 7 mos
Ids Life Insurance CompanyBroker
June 2002 - January 2003 · 7 mos
Chevy Chase Financial ServicesBroker
March 2002 - April 2002 · 1 mo
State Registrations12 states
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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.