Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lester? Claim Your ProfileLester Kefauver is a registered investment advisor with over 16 years of experience in the financial services industry. Lester is currently associated with Flagship Harbor Advisors, LLC and has been with the firm since December 2015. Lester specializes in providing financial planning and wealth management services to a range of clients, including individuals, high-net-worth individuals, corporations, businesses, and pension and profit-sharing plans. In addition to his current role at Flagship Harbor Advisors, LLC, Lester has previously held positions at LPL Financial LLC, J.J.B Hillard, W.L. Lyons, LLC, and Edward Jones. Lester is a Series 7 and Series 66 licensed professional and has a wide range of experience and expertise in the financial services industry.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TN
03/28/2016 - Present
Flagship Harbor Advisors, LLC (Maryville TN)
TN
01/30/2009 - 09/07/2011
J.J.B HILLIARD, W.L. LYONS, LLC (KNOXVILLE TN)
TN
04/12/2007 - 01/31/2009
EDWARD JONES (KNOXVILLE TN)
BOTH
Issued 04/25/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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