Karen LessardCRD 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 5 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Southwest Wealth Advisory Group LLC||Phoenix, AZ||Sep 2014 - Current||3|
|Woodbury Financial Services, Inc.||Phoenix, AZ||Sep 2014 - Current||3|
|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|
Total Assets Under Management2,697MILLIONS
Total Number of Accounts14,956ACCOUNTS
Average Account Value$180,319
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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