Todd Allen Lester
Investment adviser representative at Lester Financial Group, LLC
31 yearsExperience
2 statesRegistered in
$398.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
31 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Lester Financial Group, LLCJan 2022 to now
- Lester & AssociatesAug 1995 to now
- Arbor Point AdvisorsAug 2020 to Jan 2022
- Securities America Advisors, Inc.Mar 2004 to Jan 2022
- Securities America, Inc.Feb 2004 to Jun 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 2 states (IL, TX).
Lester Financial Group, LLC
$398.6MAssets managed
784Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2619323
- Firm CRD
- 317036