Bryan Lester, financial advisor Houston TX
92 score

Bryan Lester

CRD Number: 6288190
Current Firm: Oxbow Advisors, LLC

Bryan Lester (CRD# 6288190) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Houston, TX and has over 2 years of experience in the finance industry.

Similar Advisors
J. Harold Williams, CPA, PFS, CFP®, financial advisor Houston TX
J. Harold Williams, CPA, PFS, CFP®
CRD# 860333
Linscomb & Williams
Score
106
Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Score
105
Similar Advisors
Richard Lambert, financial advisor Houston TX
Richard D. Lambert
CRD# 2754885
Edward Jones
Score
102
Professional Designations
Company Name Location Dates Years
Oxbow Advisors, LLC Houston, TX Mar 2015 - Current 1
King Investment Advisors, Inc. Houston, TX Jul 2009 - Nov 2015 6
Rice University Houston, TX Sep 2008 - May 2009 < 1
Buckeye Partners Houston, TX Jun 2008 - Sep 2008 < 1
Rice University Houston, TX Aug 2007 - May 2008 < 1
Radio Shack Corporation Fort Worth, TX May 2004 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Bryan W. Lester
Phone Number: 361-692-1296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,403
    MILLIONS
  • Total Number of Accounts
    1,483
    ACCOUNTS
  • Average Account Value
    $946,099
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IL, KS, LA, MA, MD, MI, MO, MS, NC, NH, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Bryan Lester and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.