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Justin Arthur Lester

Allied Investments

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About Justin Arthur Lester

Justin Lester is a financial advisor with Allied Investments. Justin Lester holds a Series 65 license and is registered in Tennessee, Texas, and Virginia. Justin Lester has been working in the financial services industry since June 2004. Justin Lester provides financial planning, portfolio management for individuals, and tax preparation services. Justin Lester is a Certified Financial Planner. In addition to his work at Allied Investments, Justin Lester also operates a separate trustee service.

Firm Information

Justin Lester is currently registered with Allied Investments. Allied Investments is an investment advisor that offers financial planning, portfolio management for individuals, and tax preparation services. They manage approximately $64,385,464 in assets for 186 accounts, with a focus on high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth.

$64.39M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Lester’s Registration & Firm History

TN

01/17/2024 - Present

Allied Investments (JOHNSON CITY TN)

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Licenses & Designations

IA

Issued 10/21/2009

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Arthur Lester.
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