Matthew A. Lester
Professional summary
Matthew Aaron Lester, who also goes by Matt A Lester, Matt Lester, Matthew A Lester, is a registered financial advisor currently at LUCKY MAN, LLC located in Kansas City, Missouri.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Matthew has worked at 6 firms and has passed the Series 65, Series 66, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Aaron Lester's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2015 - Present
LUCKY MAN, LLC
March 24, 2011 - February 26, 2014
TRINITY CAPITAL MANAGEMENT, LLC
July 7, 2010 - December 7, 2010
LAMCO, LLC
August 1, 2006 - July 27, 2010
TRINITY CAPITAL MANAGEMENT, LLC
October 22, 2001 - May 11, 2006
PIPER SANDLER & CO.
September 28, 2001 - May 11, 2006
PIPER SANDLER & CO.
February 21, 1985 - October 19, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 20, 1984 - December 21, 1984
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2015)
Exams
Current Firm
LUCKY MAN, LLC
CRD#: 175195 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 28,600,000 |
Red Flags
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