Dennis Lester, financial advisor Great Falls MT
93 score

Dennis Lester

CRD Number: 3172896
Current Firm: Rbc Capital Markets, LLC

Dennis Lester (CRD# 3172896) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Great Falls, MT and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets Corporation Great Falls, MT Mar 2008 - Current 8
Rbc Dain Rauscher Inc. Great Falls, MT Oct 2000 - Mar 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Dennis A. Lester
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • CA
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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