Kathryn
Lester
Axxcess Wealth Management, LLC
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About this Advisor
Kathryn Lester is a financial advisor based in Charleston, West Virginia, working with Axxcess Wealth Management, LLC. Kathryn has previously held positions at Jjb Hillisrd Wl Lyons LLC, Robert W. Baird & Co. Inc, and Axxcess Wealth Management, LLC. Kathryn has passed the Series 66 regulatory exam and is registered to provide services in Texas and West Virginia. Currently, Kathryn is part of Axxcess Wealth Management, LLC, which operates out of Charleston, West Virginia. The firm has 28 offices and 78 employees. The firm manages assets totaling $6.5 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Axxcess Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Axxcess Wealth Management, LLC Brokerage Details
$6,470,763,788
78
24,090
$268,608
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
Kathryn Lester Work History
Axxcess Wealth Management, LLC
Robert W. Baird & Co. Inc
Jjb Hillisrd Wl Lyons LLC
Disclosures
Please visit the SEC profile of Kathryn Lester 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 Axxcess Wealth Management, LLC
Carlsbad, CA
Lantana, TX
San Diego, CA
Bainbridge Island, WA
Denver, CO
Carlsbad, CA
Carlsbad, CA
Pasadena, CA
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