Retina Lester (CRD# 2670018) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Williamson, WV and has over 27 years of experience in the finance industry.
CRD# 2787649
U.s. Bancorp Investments, Inc.
CRD# 2437287
Raymond James Financial Services Advisors, Inc.
CRD# 6760863
Calton & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services, Inc. | Williamson, WV | Feb 2021 - Current | 3 |
| Truist Advisory Services, Inc. | Williamson, WV | Feb 2021 - Current | 3 |
| Bb&t Securities, LLC | Danville, WV | Jan 2018 - Feb 2021 | 3 |
| Bb&t Investment Services, Inc. | Charlotte, NC | Apr 2000 - Feb 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1998 |
- WV
-
Total Assets Under Management61,370MILLIONS
-
Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- 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
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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