Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lester is an investment advisor representative with Hornor, Townsend & Kent, LLC. James has been in the industry since 1971 and holds the following licenses and certifications: Series 7, Series 63, Series 1, and SIE. James is also a Chartered Financial Consultant. James is registered in Texas, Oklahoma and Missouri. James Lester is also licensed as an insurance agent. James has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
TX
07/30/1999 - Present
Hornor, Townsend & Kent, LLC (DALLAS TX)
FL
01/18/1993 - 07/14/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
FL
12/11/1992 - 12/24/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
TX
10/01/1971 - 12/22/1992
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 12/12/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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