Edmund E. Lesage
Professional summary
Edmund Ellis Lesage JR, who also goes by Edmund Ellis Lesage, is a registered financial advisor currently at INTEGRITY FINANCIAL PLANNING, LLC located in Houston, Texas.
Edmund is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Edmund has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 51, Series 24 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edmund Ellis Lesage JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 25, 2021 - Present
INTEGRITY FINANCIAL PLANNING, LLC
September 3, 2013 - August 25, 2021
LOGICAL INVESTMENTS, LLC
June 26, 2002 - September 11, 2013
NEXT FINANCIAL GROUP, INC.
January 2, 2001 - September 11, 2013
NEXT FINANCIAL GROUP, INC.
July 13, 1998 - December 31, 2000
ADVANTAGE CAPITAL CORPORATION
August 24, 1993 - December 31, 1993
ADVANTAGE CAPITAL CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/7/2021)
(8/25/2021)
Exams
Current Firm
INTEGRITY FINANCIAL PLANNING, LLC
CRD#: 310974 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 10 |
| AUM (Assets Under Management) | $ 4,042,456 |
Red Flags
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