Invested Better
Unclaimed

Unclaimed

Unclaimed

Lester Walker Dennis

Wells Fargo Advisors Financial Network, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lester? Claim Your Profile

About Lester Walker Dennis

Lester Walker Dennis is a financial advisor at Wells Fargo Advisors Financial Network, LLC, and has been in the industry since August 2002. Dennis is registered in 15 states and is active in both the broker-dealer and investment advisor business. Dennis has been a registered representative since 2002. Dennis has experience at several firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and BB&T Investment Services, Inc. Dennis has worked with a variety of client types, including individuals, corporations, and charitable organizations.

Firm Information

Lester Dennis is currently registered with Wells Fargo Advisors Financial Network, LLC. Wells Fargo Advisors Financial Network, LLC is a Limited Liability Company headquartered in St. Louis, Missouri. Founded in 2003, the firm offers a range of investment advisory services to individual and institutional clients, including financial planning, portfolio management, and pension consulting. Wells Fargo Advisors Financial Network, LLC is registered with the SEC and in all 50 states and the District of Columbia. The firm manages over $154 billion in regulatory assets under management.
Wells Fargo Advisors Financial Network, LLC

ONE NORTH JEFFERSON AVENUE

ST. LOUIS, MO 63103

$154.19B

Assets Under Management

2,434

Total Clients

3,095

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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting services to institutional clients

Investment consulting services to institutional clients

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.

check

fixed fees

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

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lester Dennis’s Registration & Firm History

MD

07/12/2023 - Present

Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)

MD

06/06/2017 - 07/14/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANNAPOLIS MD)

MD

09/17/2010 - 06/14/2017

WELLS FARGO CLEARING SERVICES, LLC (CROFTON MD)

MD

12/10/2003 - 09/17/2010

BB&T INVESTMENT SERVICES, INC. (EASTON MD)

NC

01/30/2003 - 10/16/2003

UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)

MN

06/26/2002 - 01/15/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

06/26/2002 - 01/15/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

MD

03/28/2002 - 04/05/2002

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

Not sure if Lester Walker Dennis is right for you?

Licenses & Designations

BOTH

Issued 03/12/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 03/19/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lester Walker Dennis. Review regulatory record here.
Not sure if Lester Walker Dennis is right for you?