Anita Lester
Anita Lester is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in The Villages, FL, with 24 years of industry experience. Anita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Total advisory fee will not exceed 2.5% annually and is negotiable based on assets, investments, and complexity.
Fee Estimator
Location
The Villages, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2025Customer Dispute
January 2022Other Business ActivitiesSells Insurance
Anita is an agent with All Financial Group since 1999, selling health, life, and fixed annuities. She also works as a financial advisor in wealth management since 1999.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Wealth Watch Advisors, LLC
Berthel, Fisher & Company Financial Services, INC.Broker
Bfc Planning, INC.
Concorde Investment Services, LLCBroker
Jonathan Roberts Advisory Group, INC.
J.W. Cole Financial, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Park Avenue Securities LLCBroker
Princor Financial Services CorporationBroker
Nylife Securities INC.Broker
Washington Square Securities, INC.Broker
State Registrations3 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
More Advisors
- Ronald Caruso, CFP, ChFCAmeriprise Financial Services, LLC
- Charles Thompson, CFP, ChFCRaymond James & Associates, INC.
- Kyle Horsley, CFPLPL Financial LLC
- Michael Whitaker, ChFCNfsg Corporation
- Nicholas Govola, CFPLPL Financial LLC
- Michael Barber, ChFCBarber & Associates