Todd Lester, financial advisor Champaign IL

Todd Lester

CRD Number: 2619323
Current Firm: Lester Financial Group, LLC

Todd Lester (CRD# 2619323) is an Investment Advisor Representative working at Lester Financial Group, LLC in Champaign, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lester Financial Group, LLC Mahomet, IL Jan 2022 - Current 2
Securities America, Inc. Champaign, IL Feb 2004 - Current 20
Lester & Associates Champaign, IL Aug 1995 - Current 28
Arbor Point Advisors Mahomet, IL Aug 2020 - Jan 2022 1
Securities America Advisors, Inc. Champaign, IL Mar 2004 - Jan 2022 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Todd A. Lester
Phone Number: 217-356-6533
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    164
    MILLIONS
  • Total Number of Accounts
    516
    ACCOUNTS
  • Average Account Value
    $317,297
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
Types of Clients
Registered States

FL, IL, IN, LA, MO, TX, WI

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