Unclaimed
Austin Lester is a financial advisor with over 10 years of experience in the financial services industry. Austin is a registered representative with LPL Financial LLC. Austin has held previous roles with Invest Financial Corporation. Austin Lester is also a registered investment advisor in Michigan and Texas. Austin is committed to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
02/14/2018 - Present
LPL Financial LLC (PLANO TX)
TX
02/02/2011 - 02/14/2018
INVEST FINANCIAL CORPORATION (DALLAS TX)
TX
09/25/2007 - 01/03/2011
INVEST FINANCIAL CORPORATION (ARGYLE TX)
IA
Issued 03/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Austin Lester is the right advisor for you? Invested Better is here to help.