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LW

Lester P. Wilmeth

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CRD#: 705185
LW

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 Perkins Wilmeth, who also goes by Les Wilmeth, was a registered financial advisor .

Lester is a previously registered financial advisor and started their career in finance in 1980. Lester had worked at 13 firms and has passed the Series 66, Series 65, Series 63, Series 3, Series 7, Series 4, Series 24 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Les Wilmeth

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

July 16, 2013 - January 3, 2014

COINBASE CAPITAL MARKETS CORP

RIA
CRD#: 10722
INDIALANTIC, FL
Past

June 12, 2013 - December 31, 2013

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
MONACA, PA
Past

May 24, 2013 - January 3, 2014

COINBASE CAPITAL MARKETS CORP

BD
CRD#: 10722
INDIALANTIC, FL
Past

September 11, 2012 - June 21, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
MELBOURNE, FL
Past

August 30, 2010 - June 21, 2013

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
MELBOURNE, FL
Past

December 6, 2007 - December 17, 2008

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
INDIALANTIC, FL
Past

April 1, 2003 - December 31, 2005

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

March 20, 2002 - July 23, 2002

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
INDIALANTIC, FL
Past

May 1, 2001 - July 12, 2002

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
BOCA RATON, FL
Past

September 28, 1995 - May 9, 2001

MIDSOUTH CAPITAL, INC.

BD
CRD#: 35039
ATLANTA, GA
Past

July 12, 1994 - October 11, 1995

CONTINENTAL CAPITAL INVESTMENT SERVICES, INC.

BD
CRD#: 2864
BRYAN, OH
Past

January 24, 1992 - July 14, 1994

FIRST AFFILIATED SECURITIES

BD
CRD#: 23737
LA JOLLA, CA
Past

March 31, 1989 - January 30, 1992

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

May 26, 1987 - March 31, 1989

FIRST TRYON SECURITIES, INC.

BD
CRD#: 17648
Past

December 29, 1982 - May 29, 1987

WACHOVIA SECURITIES, INC.

BD
CRD#: 431
Past

February 22, 1980 - January 13, 1983

THE ROBINSON-HUMPHREY COMPANY, LLC

BD
CRD#: 723

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
IAR
Series 66
Date: 9/7/2012
Uniform Combined State Law Examination
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/19/1992
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/5/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


CC
COINBASE CAPITAL MARKETS CORP
ADVANCED FINANCIAL PARTNERS | TAX SHELTERS SECURITIES CORPORATION | STEWART FINANCIAL SERVICES | RDD WEALTH MANAGEMENT | OPEN NETWORK FINANCIAL CONSULTING | KEYSTONE DIVERSIFIED SECURITIES | KEYSTONE CAPITAL CORPORATION | COINBASE CAPITAL MARKETS CORP | COINBASE CAPITAL MARKETS | AUOUR ADVISORY, LLC

CRD#: 10722 / SEC#: 801-78249, 8-28032

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
One Madison Ave Suite 230, San Diego, CA 92130
Mailing Address
One Madison Ave 24th Fl, New York, NY 10010
Phone number
(858) 348-4405
Established
California since 06/18/1982
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

KEYSTONE CAPITAL CORPORATION ADV PART 2A (9/22/2015)

Direct owners and executive officers


NamePositionCRD#
COINBASE GLOBAL, INC.DIRECT OWNER
COMPA, GREGORYCHIEF COMPLIANCE OFFICER5324133
COOK, KATHERINE RENEEEXECUTIVE PRINCIPAL3076337
PLUMMER, CHRISTINE MARIEFINANCIAL OPERATIONS PRINCIPAL, PRINCIPAL OPERATIONS OFFICER2903362
TUSAR, GREGORY ALEXANDERCEO2426485

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


COINBASE CAPITAL MARKETS CORP

CRD#: 10722

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