Bradley Lessem, financial advisor Hurst TX

Bradley Lessem

CRD Number: 1028039
Current Firm: First Western Securities, Inc.

Bradley Lessem (CRD# 1028039) is an Investment Advisor Representative working at First Western Securities, Inc. in Hurst, TX and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Western Securities, Inc. Ft. Worth, TX Mar 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1992
S65 NASAA Investment Advisors Law Examination Sep 1994
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 Bradley S. Lessem
Phone Number: 817-553-1492
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    48
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $1,018,118
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, GA, OK, TX

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