Unclaimed Profile

Russell Jan Lessard

SANDERS MORRIS HARRIS INC.·HOUSTON, Texas

SANDERS MORRIS HARRIS INC.

600 TRAVIS, HOUSTON, TX 77002-3003CRD# 2411337Firm CRD# 20580

Profile Verification

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

Identity

Russell Jan Lessard · HOUSTON, TX

Registration

CRD #2411337 · SANDERS MORRIS HARRIS INC.

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Russell Jan Lessard is a registered financial advisor based in HOUSTON, Texas, affiliated with SANDERS MORRIS HARRIS INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SANDERS MORRIS LLC

AUM

$820M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SANDERS MORRIS LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2411337

Firm CRD# 20580

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Russell Jan Lessard offer?

Russell Jan Lessard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOUSTON, Texas for a consultation.

What are Russell Jan Lessard's credentials?

Russell Jan Lessard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Russell Jan Lessard located?

Russell Jan Lessard is based in HOUSTON, Texas, working with SANDERS MORRIS HARRIS INC.. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Russell Jan Lessard charge for services?

Russell Jan Lessard's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SANDERS MORRIS HARRIS INC.?

SANDERS MORRIS HARRIS INC. has approximately 28 employees and manages $820M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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