Advisor at Lester Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lester Financial Group, LLC
Location
Champaign, IL 61820
Credentials
Series 66
Industry experience
4 years
Fixed fee arrangements from $500 to $25,000 depending on services provided
Maximum 2.00% annually, charged monthly or quarterly in arrears
Hourly fees range from $100 to $500 per hour, negotiable based on complexity
Fee-only: Hourly fees range from $100 to $500 per hour; Fixed fee arrangements range from $500 to $25,000
OsaiC Wealth, Inc.
2024 - 2024 (1 year)
Lester Financial Group, LLC
2022 - Present (4 years)
Securities America, Inc.
2021 - 2024 (3 years)
Gilliam Mease Advisors
2020 - 2021 (1 year)
Lester Financial Group
2017 - 2020 (3 years)
Unemployed
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Champaign, IL
Edward Jones
CFP®, Series 66
Champaign, IL
Edward Jones
CFP®, ChFC®, Series 63, Series 66
Urbana, IL
Edward Jones
CFP®, Series 63, Series 66
Champaign, IL
Edward Jones
CFP®, Series 66
Champaign, IL
Edward Jones
CFP®, Series 66
Champaign, IL
Edward Jones
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