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William Wallace Lester

AMERITAS INVESTMENT PARTNERS, INC.·LINCOLN, Nebraska
Unclaimed Profile
5945 R STREET, LINCOLN, NE 68505-3402CRD# 716810Firm CRD# 109381
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About

William Wallace Lester is a registered financial advisor based in LINCOLN, Nebraska, affiliated with AMERITAS INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
AMERITAS INVESTMENT PARTNERS, INC.
AMERITAS INVESTMENT PARTNERS, INC.
AUM
$24.9B
Regulatory assets under management
Employees
50
Total firm employees
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Other: VARIOUS MORTGAGE LOAN, BRIDGE LOAN AND REAL ESTATE FEES
Regulatory
SEC/IARD CRD# 716810
Firm CRD# 109381
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Wallace Lester offer?
William Wallace Lester specializes in Investment Management, Wealth Management. Contact their office in LINCOLN, Nebraska for a consultation.
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, working with AMERITAS INVESTMENT PARTNERS, INC.. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
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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