Lesta Andersen, financial advisor Anderson IN

Lesta Andersen

CRD Number: 1527215
Current Firm: Lincoln Investment

Lesta Andersen (CRD# 1527215) is an Investment Advisor Representative working at Lincoln Investment in Anderson, IN and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Anderson, IN Jan 2017 - Current 5
Legend Equities Corporation Palm Beach Gardens, FL Aug 2012 - Jan 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1986
S66 NASAA Uniform Combined State Law Examination Aug 2004
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Lesta G. Andersen
Phone Number: 215-887-8111
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    17,732
    MILLIONS
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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