Unclaimed
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.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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.
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TN
01/17/2024 - Present
Allied Investments (JOHNSON CITY TN)
IA
Issued 10/21/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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