David Lessner, financial advisor Westborough MA

David Lessner

CRD Number: 5053906
Current Firm: Raymond James Financial Services Advisors, Inc.

David Lessner (CRD# 5053906) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westborough, MA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Westborough, MA Mar 2018 - Current 3
Raymond James Financial Services, Inc. Westborough, MA Apr 2017 - Current 4
Boston Harbor Wealth Advisors, LLC Westborough, MA Apr 2017 - Oct 2018 1
Ameriprise Financial Northborough, MA Jul 2013 - Apr 2017 3
Unemployed Northborough, MA Feb 2013 - Jul 2013 < 1
Active Network New York, NY Aug 2010 - Feb 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for David A. Lessner
Phone Number: 727-567-3020
Registered State(s):
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    191,890
    MILLIONS
  • Total Number of Accounts
    729,214
    ACCOUNTS
  • Average Account Value
    $263,146
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV, WY

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