Lester F. Reagan
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.
Lester Franklin Reagan was a registered financial professional .
Lester is a previously registered financial professional and started their career in finance in 1971. Lester had worked at 12 firms and has passed the Series 65, Series 63, Series 1 and Series 00 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 20, 2010 - April 4, 2013
CFS WEALTH MANAGEMENT
July 11, 2005 - January 15, 2010
STADION MONEY MANAGEMENT, LLC
February 26, 1996 - July 11, 2003
PACIFIC SELECT DISTRIBUTORS, LLC
April 27, 1993 - February 29, 1996
CRONOS SECURITIES CORP
August 5, 1991 - March 23, 1993
MIDLAND SECURITIES CORPORATION
November 8, 1990 - May 20, 1991
STATE STREET RESEARCH INVESTMENT SERVICES, INC.
March 22, 1988 - June 3, 1988
CRONOS SECURITIES CORP
February 13, 1987 - April 28, 1987
JOHNSTOWN CAPITAL SECURITIES CORPORATION
February 7, 1973 - March 15, 1991
PW SECURITIES, INC.
February 18, 1972 - May 30, 1973
FUNDAMENTAL SERVICE CORPORATION
February 18, 1972 - May 30, 1973
FINANCIAL SERVICE CORPORATION OF AMERICA
December 13, 1971 - September 20, 1988
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
December 13, 1971 - September 20, 1988
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
CFS WEALTH MANAGEMENT
CRD#: 135579 / SEC#: 801-130591
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 1
Date: 12/8/1971
Registered Representative ExaminationSeries 00
Date: 2/27/1974
General Securities Principal ExaminationCurrent Firm
CFS WEALTH MANAGEMENT
CRD#: 135579 / SEC#: 801-130591
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 457 |
| AUM (Assets Under Management) | $ 158,728,705 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
