Unclaimed
Lester Hughes Lee is an investment advisor representative with LPL Financial LLC, located in GONZALES, LA. Lester Hughes Lee is also registered as an investment advisor representative in TX. Lester Hughes Lee has been in the securities industry since 1991 and is licensed to provide investment advice in 24 states. Lester Hughes Lee is a Certified Financial Planner™ professional.
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.
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2
LA
07/02/2012 - Present
LPL Financial LLC (GONZALES LA)
MO
08/15/1991 - 09/08/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 08/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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