Jeffrey LesterCRD Number: 5300472
Current Firm: Eide Bailly Advisors, LLC
Jeffrey Lester (CRD# 5300472) is an Investment Advisor Representative working at Eide Bailly Advisors, LLC in Tulsa, OK and has over 11 years of experience in the finance industry.
Bok Financial Advisors
Warburton Capital Management, LLC
|United Planners' Financial Services||Scottsdale, AZ||Sep 2015 - Current||2|
|Eide Bailly Advisors, LLC||Tulsa, OK||Oct 2008 - Current||9|
|Eide Bailly Financial Services / Eide Bailly Securities||Fargo, ND||Oct 2008 - Current||9|
|Eide Bailly Agency/e4 Brokerage||Tulsa, OK||Oct 2008 - Current||9|
|Eide Bailly Securities||Tulsa, OK||Mar 2007 - Current||11|
|Securities America, Inc.||Norman, OK||Oct 2008 - Sep 2015||6|
|1st Global Insurance Services||Norman, OK||Sep 2007 - Sep 2008||1|
|1st Global Advisors, Inc.||Norman, OK||Apr 2007 - Sep 2008||1|
|1st Global Capital Corp.||Norman, OK||Mar 2007 - Sep 2008||1|
|Murrell, Hall, Mcintosh & Company, Pllp||Norman, OK||Oct 2006 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management589MILLIONS
Total Number of Accounts1,879ACCOUNTS
Average Account Value$313,274
- 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
AZ, CA, CO, FL, IA, ID, IL, IN, LA, MN, MT, ND, NE, NV, OH, OK, OR, SD, TX, UT, VA, WA, WI
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