GL
GL

Gregory Lester

45 Years of Experience
Peachtree Corners, GA
Broker

Gregory Lester is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Peachtree Corners, GA, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

5555 Triangle Parkway, Suite 140, Peachtree Corners, GA, 30092

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2014 - Present · 12 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2014 - Present · 12 yrs 1 mo
Previous Registrations
Janney Montgomery Scott LLC
October 2004 - April 2014 · 9 yrs 6 mos
Janney Montgomery Scott LLCBroker
June 2004 - April 2014 · 9 yrs 10 mos
Wachovia Securities, LLC
February 2003 - July 2004 · 1 yr 5 mos
Wachovia Securities, LLCBroker
June 2002 - July 2004 · 2 yrs 1 mo
Wachovia Securities, INC.Broker
February 1995 - June 2002 · 7 yrs 4 mos
The Robinson-Humphrey Company INC.Broker
November 1991 - January 1995 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - July 1991 · 1 yr 4 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
September 1979 - April 1988 · 8 yrs 7 mos
Paine, Webber, Jackson & Curtis IncorporatedBroker
August 1978 - September 1979 · 1 yr 1 mo
White, Weld & CO. IncorporatedBroker
February 1978 - September 1978 · 7 mos
State Registrations8 states
ALFLGAILMDNCRISC
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.