Claim Profile
TL

Todd Allen Lester

LESTER FINANCIAL GROUP, LLC·CHAMPAIGN, Illinois
Unclaimed Profile
301 N. NEIL ST., CHAMPAIGN, IL 61820CRD# 2619323Firm CRD# 317036
01

About

Todd Allen Lester 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# 2619323
Firm CRD# 317036
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAMPAIGN?

Browse all registered financial advisors in CHAMPAIGN, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Todd Allen Lester offer?
Todd Allen Lester specializes in Financial Planning, Investment Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Todd Allen Lester's credentials?
Todd Allen Lester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Todd Allen Lester located?
Todd Allen Lester 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 Todd Allen Lester charge for services?
Todd Allen 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 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty