Kerry
Lekas
Avantax Advisory Services
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About this Advisor
Kerry Lekas is a financial advisor based in Londonderry, New Hampshire, working with Avantax Advisory Services. Kerry has previously held positions at Avantax Investment Services, Inc, Dufresne & Lekas, LLC, L3 Realty, LLC, New Hampshire Society Of Cpas, The Granite Ymca - Greater Londonderry, Avantax Advisory Services, Lekas, Edgar & Company, LLC, and Dufresne & Lekas LLC. Kerry has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, Kerry is part of Avantax Advisory Services, which operates out of Londonderry, New Hampshire. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Kerry Lekas Work History
Avantax Investment Services, Inc
Avantax Advisory Services
L3 Realty, LLC
New Hampshire Society Of Cpas
The Granite Ymca - Greater Londonderry
Dufresne & Lekas, LLC
Dufresne & Lekas LLC
Lekas, Edgar & Company, LLC
Disclosures
Please visit the SEC profile of Kerry Lekas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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