Bryan LesterCRD 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 3 years of experience in the finance industry.
Linscomb & Williams
The Goff Financial Group
|Oxbow Advisors, LLC||Houston, TX||Mar 2015 - Current||2|
|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|
Total Assets Under Management1,403MILLIONS
Total Number of Accounts1,483ACCOUNTS
Average Account Value$946,099
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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