Lester Burroughs, financial advisor Waltham MA
63 score

Lester Burroughs

CRD Number: 1413972
Current Firm: Lincoln Investment

Lester Burroughs (CRD# 1413972) is an Investment Advisor Representative working at Lincoln Investment in Waltham, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning, Inc. Waltham, MA Sep 2012 - Current 4
Travelers Insurance Group Hartford, CT Mar 1994 - Current 22
Cornerstone Securities Overland Park, KS Feb 2012 - Sep 2012 < 1
Crown Capital Securities, LP Orange, CA Jul 2012 - Aug 2012 < 1
Brookstone Securities, Inc. Lakeland, FL Jun 2009 - Jun 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2001
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:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Lester W. Burroughs
Phone Number: 215-887-8111
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VT, WA, WI, WV

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BADGES
63

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