Alexander Lessard, financial advisor San Diego CA
51 score

Alexander Lessard

CRD Number: 2978066
Current Firm: Independent Financial Group, LLC

Alexander Lessard (CRD# 2978066) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Diego, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Group San Diego, CA May 2010 - Current 6
The Palisades Financial Group- Dba Pasedena, CA May 2009 - Current 7
Afa Advisor Services, LLC Calabasas, CA May 2009 - Apr 2010 < 1
Afa Financial Group, LLC Calabasas, CA May 2009 - Apr 2010 < 1
Ubs Financial Services Inc. La Jolla, CA Mar 2008 - May 2009 1
Palisade Advisory Gr El Segundo, CA Oct 1999 - Mar 2008 8
Mass Mutual Springfield, MA May 1999 - Mar 2008 8
Mml Investors Services, Inc. El Sequndo, CA May 1999 - Mar 2008 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S65 NASAA Investment Advisors Law Examination Dec 1997
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Alexander E. Lessard
Phone Number: 858-436-3180
Firm Website: https://www.ifgsd.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,856
    MILLIONS
  • Total Number of Accounts
    9,804
    ACCOUNTS
  • Average Account Value
    $189,301
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)
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
51

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