Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester James Strait is a financial advisor with over 30 years of experience in the industry. Lester is a Certified Financial Planner and holds multiple licenses and designations, including the Series 7, 24, and 63 licenses. Lester is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc., both of which offer a variety of financial services to individual and business clients. Lester's clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and businesses. Lester's experience and expertise enable him to provide comprehensive financial advice to a wide range of clients.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
02/18/2003 - Present
Avantax Advisory Services (Southlake TX)
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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