Unclaimed
Bradley Lester is an active financial advisor with Raymond James Financial Services Advisors, Inc. located in Norman, OK. Bradley has been in the financial services industry since 1997 and has a wide range of experience serving clients in various states including Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Nebraska, New Jersey, New Mexico, New York, Ohio, Oklahoma, Oregon, South Carolina, Texas, Virginia, and Washington. Bradley holds several industry designations including Certified Financial Planner.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
02/06/2025 - Present
Raymond James Financial Services Advisors, Inc. (Norman OK)
OK
10/01/2008 - 03/15/2012
SECURITIES AMERICA, INC. (OKLAHOMA CITY OK)
OK
04/29/2005 - 10/01/2008
1ST GLOBAL CAPITAL CORP. (NORMAN OK)
MA
09/18/2002 - 05/03/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NJ
11/09/1999 - 08/27/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
03/18/1997 - 10/19/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 09/14/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/02/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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