Unclaimed Profile

Todd Allen Lester

LESTER FINANCIAL GROUP, LLC·CHAMPAIGN, Illinois

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record28 years registeredLESTER FINANCIAL GROUP, LLC

301 N. NEIL ST., CHAMPAIGN, IL 61820CRD# 2619323Firm CRD# 317036

Profile Verification

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

Identity

Todd Allen Lester · CHAMPAIGN, IL

Registration

CRD #2619323 · LESTER FINANCIAL GROUP, LLC · 28 years registered

Brand Profile

Not yet started

Career History

LESTER FINANCIAL GROUP, LLC

Jan 2022 – present

ARBOR POINT ADVISORS

Aug 2020 – Jan 2023

MAHOMET, IL

SECURITIES AMERICA ADVISORS, INC.

Mar 2004 – Jul 2021

MAHOMET, IL

LINCOLN FINANCIAL ADVISORS CORPORATION

Jun 1998 – Mar 2003

CHAMPAIGN, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 10, 1998

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LESTER FINANCIAL GROUP, LLC

CRD 317036 · SEC 801-122944

AUM

$164M

Regulatory assets under management

Employees

516 client accounts

Services offered by LESTER FINANCIAL GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LESTER FINANCIAL GROUP, LLC →

Introduction

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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.

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