Karen Lessard, financial advisor Phoenix AZ
90 score

Karen Lessard

CRD Number: 4613580
Current Firm: Woodbury Financial Services, Inc.

Karen Lessard (CRD# 4613580) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Phoenix, AZ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Southwest Wealth Advisory Group LLC Phoenix, AZ Sep 2014 - Current 2
Woodbury Financial Services, Inc. Phoenix, AZ Sep 2014 - Current 2
Merrill Lynch Chandler, AZ Jun 2014 - Sep 2014 < 1
Pes Professional Employment Solutions Scottsdale, AZ Apr 2014 - Jun 2014 < 1
Independent Financial Group Scottsdale, AZ Jun 2013 - Apr 2014 < 1
Wealth Management LLC Scottsdale, AZ Jun 2013 - Apr 2014 < 1
Protective Weath Management LLC Scottsdale, AZ Mar 2013 - Jun 2013 < 1
Inside Out Learning Inc. Cave Creek, AZ Jan 2013 - Mar 2013 < 1
Pes Professional Employment Solutions Scottsdale, AZ Aug 2012 - Jan 2013 < 1
1st Global Capital Corp Phoenix, AZ Feb 2012 - Jul 2012 < 1
1st Global Advisors Inc. Phoenix, AZ Feb 2012 - Jul 2012 < 1
Pk Financial Strategies, LLC Phoenix, AZ Jan 2012 - Jul 2012 < 1
Independent Financial Group/capital Financial Phoenix, AZ Apr 2011 - Jan 2012 < 1
Morgan Stanely Smith Barney Phoenix, AZ Mar 2011 - Apr 2011 < 1
Coble Wealth Management Scottsdale, AZ Jul 2010 - Mar 2011 < 1
Capital Financial Phoenix, AZ Jul 2007 - Jul 2010 3
Sigma Contracting Scottsdale, AZ Dec 2006 - Jul 2007 < 1
Unemployed Phoenix, AZ Sep 2006 - Dec 2006 < 1
Tiera Madre Phoenix, AZ Jul 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2011
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Karen M. Lessard
Phone Number: 800-800-2638
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    2,697
    MILLIONS
  • Total Number of Accounts
    14,956
    ACCOUNTS
  • Average Account Value
    $180,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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