Lester AntmanCRD Number: 4506158
Current Firm: Simplyrich
Lester Antman (CRD# 4506158) is an Investment Advisor Representative working at Simplyrich in Fallbrook, CA and has over 16 years of experience in the finance industry.
O'reilly Wealth Advisors
John P. Dubots Capital Management, LLC
Marketocracy Capital Management LLC
|Simplyrich||Bonsall, CA||Feb 2001 - Current||16|
|Andrew Tobias||Bonsall, CA||Jan 1994 - Current||23|
|Antman Cpa Review||Bonsall, CA||Feb 2001 - Dec 2006||5|
|Less Antman Cpa||Bonsall, CA||Jan 1981 - Dec 2006||25|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2001|
Total Assets Under Management141MILLIONS
Total Number of Accounts181ACCOUNTS
Average Account Value$777,694
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, NY, TX
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