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Michael E. Lester

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CRD#: 1197341
ML

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Edward Lester, who also goes by Mike Lester, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1983. Michael had worked at 7 firms and has passed the Series 63, Series 7, Series 3, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Lester

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 23, 2006 - June 5, 2012

AWM SERVICES, LLC

BD
CRD#: 6439
HOUSTON, TX
Past

October 25, 2005 - October 13, 2021

FORTITUDE ADVISORY GROUP L.L.C.

RIA
CRD#: 116083
DALLAS, TX
Past

July 25, 2003 - December 31, 2003

CHURCHILL INVESTMENT ADVISORS

RIA
CRD#: 114695
DALLAS, TX
Past

July 25, 2003 - December 31, 2003

BLEDSOE LESTER

RIA
CRD#: 114678
DALLAS, TX
Past

December 4, 1998 - April 25, 2014

ARGENTUS SECURITIES, LLC

BD
CRD#: 45915
DALLAS, TX
Past

June 26, 1997 - September 8, 1997

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

October 20, 1983 - October 1, 1991

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/1/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/14/1998
General Securities Principal Examination

Current Firm


AS
AWM SERVICES, LLC
AWM SERVICES, INC. | FINANCIAL COUNSELING CORPORATION | AWM SERVICES, LLC

CRD#: 6439 / SEC#: 801-61424, 8-17526

BD
Terminated by SEC on 01/18/2021
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Contact information


Main Address
Mailing Address
Phone number
Established
Texas since 08/10/1992
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
ASCENDANT ADVISORS GROUP, LLCSHAREHOLDER
LEE, JAMES HARVEYPRESIDENT, SECRETARY AND CHIEF COMPLIANCE OFFICER1616347
WALKER, JAMES MICHAELFINOP1456393
WIGDOR, PAUL SCOTTVICE PRESIDENT3242843

Red Flags


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Company Information


AWM SERVICES, LLC

CRD#: 6439

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