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Anne Christine Taylor

LESTER FINANCIAL GROUP, LLC·CHAMPAIGN, Illinois
Unclaimed Profile
301 N. NEIL ST., CHAMPAIGN, IL 61820CRD# 5617630Firm CRD# 317036
01

About

Anne Christine Taylor is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with LESTER FINANCIAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LESTER FINANCIAL GROUP, LLC
LESTER FINANCIAL GROUP, LLC
AUM
$164M
Regulatory assets under management
Employees
5
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5617630
Firm CRD# 317036
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anne Christine Taylor offer?
Anne Christine Taylor specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Anne Christine Taylor's credentials?
Anne Christine Taylor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Christine Taylor located?
Anne Christine Taylor is based in CHAMPAIGN, Illinois, working with LESTER FINANCIAL GROUP, LLC. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Anne Christine Taylor charge for services?
Anne Christine Taylor'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 LESTER FINANCIAL GROUP, LLC?
LESTER FINANCIAL GROUP, LLC has approximately 5 employees and manages $164M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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