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William Wallace Lester

AMERITAS INVESTMENT PARTNERS, INC.·LINCOLN, Nebraska
Series 7, Series 16, Series 24, Series 63, Series 65Clean record32 years registeredAMERITAS INVESTMENT PARTNERS, INC.
5945 R STREET, LINCOLN, NE 68505-3402CRD# 716810Firm CRD# 109381

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Wallace Lester · LINCOLN, NE
Registration
CRD #716810 · AMERITAS INVESTMENT PARTNERS, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: AMERITAS INVESTMENT PARTNERS, INC.
Jul 2000Nov 2011
LINCOLN, NE
Dec 1993Apr 2022
LINCOLN, NE
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 16
Series 24
Series 63
Series 65
Registration record
First registered · December 27, 1993
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AMERITAS INVESTMENT PARTNERS, INC.
CRD 109381 · SEC 801-55150
AUM
$24.9B
Regulatory assets under management
Employees
50
1,982 client accounts
Services offered by AMERITAS INVESTMENT PARTNERS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Introduction

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05

Frequently Asked Questions

What services does William Wallace Lester offer?
William Wallace Lester specializes in Investment Management, Wealth Management.
What are William Wallace Lester's credentials?
William Wallace Lester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Wallace Lester located?
William Wallace Lester is based in LINCOLN, Nebraska, last registered with AMERITAS INVESTMENT PARTNERS, INC..
How does William Wallace Lester charge for services?
William Wallace Lester's firm is compensated through percentage of aum, subscription fees, other: various mortgage loan, bridge loan and real estate fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERITAS INVESTMENT PARTNERS, INC.?
AMERITAS INVESTMENT PARTNERS, INC. has approximately 50 employees and manages $24.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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