Lester
Kefauver

Flagship Harbor Advisors, LLC

CRD#5295768
Investment Advisor
in Maryville, TN

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About this Advisor

Lester Kefauver is a financial advisor based in Maryville, Tennessee, working with Flagship Harbor Advisors, LLC. Lester has previously held positions at Lpl Financial LLC and Flagship Harbor Advisors, LLC. Lester has passed the Series 66 regulatory exam and is registered to provide services in Tennessee and Texas. Currently, Lester is part of Flagship Harbor Advisors, LLC, which operates out of Maryville, Tennessee. The firm has 36 offices and 58 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Flagship Harbor Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1020 William Blount Drive
Maryville, TN 37801

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Flagship Harbor Advisors, LLC Brokerage Details

Total Assets Under Management

$2,448,936,619

TN Average: $16,012,751,954
Total Number of Employees

58

TN Average: 118
Total Number of Accounts

12,625

TN Average: 4,567
Average Account Size

$193,975

TN Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lester Kefauver Work History

2015 - Present (9 years)

Flagship Harbor Advisors, LLC

2011 - Present (13 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Lester Kefauver to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Flagship Harbor Advisors, LLC

Kyle Hurley
Boston, MA
Dwayne Hall
Boston, MA
Steven Bruce
Boston, MA
Nathan Waller
Yarmouth, ME
Kelsey Strait
Boston, MA
Irina Andreasen
Hampton, NH
Daria Grady
Boston, MA
Kevin Smith
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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