Mark Lessner (CRD# 2265668) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 31 years of experience in the finance industry. Mark Lessner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Northborough, MA | Mar 2018 - Current | 6 |
| Raymond James Financial Services, Inc. | Northborough, MA | Apr 2017 - Current | 7 |
| Boston Harbor Wealth Advisors, LLC | Northborough, MA | Apr 2017 - Oct 2018 | 1 |
| Ameriprise Financial Services, Inc. | Northborough, MA | Dec 1992 - Apr 2017 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1992 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
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