Unclaimed Profile

Robert Michael Lester

TALON PRIVATE WEALTH, LLC·THE VILLAGES, Florida

Clean recordTALON PRIVATE WEALTH, LLC

11974 COUNTY ROAD 101, THE VILLAGES, FL 32162CRD# 4885592Firm CRD# 298714

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Michael Lester · THE VILLAGES, FL

Registration

CRD #4885592 · TALON PRIVATE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Michael Lester is a registered financial advisor based in THE VILLAGES, Florida, affiliated with TALON PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

TALON PRIVATE WEALTH, LLC

AUM

$843M

Regulatory assets under management

Employees

Total firm employees

View all advisors at TALON PRIVATE WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4885592

Firm CRD# 298714

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Michael Lester offer?

Robert Michael Lester specializes in Financial Planning, Investment Management. Contact their office in THE VILLAGES, Florida for a consultation.

What are Robert Michael Lester's credentials?

Robert Michael Lester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Michael Lester located?

Robert Michael Lester is based in THE VILLAGES, Florida, working with TALON PRIVATE WEALTH, LLC. Their office serves clients in the THE VILLAGES metropolitan area and surrounding communities.

How does Robert Michael Lester charge for services?

Robert Michael Lester's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TALON PRIVATE WEALTH, LLC?

TALON PRIVATE WEALTH, LLC has approximately 22 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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