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VL

Victor A. Lessinger

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CRD#: 830821
VL

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.

Victor Alan Lessinger was a registered financial professional .

Victor is a previously registered financial professional and started their career in finance in 1976. Victor had worked at 9 firms and has passed the Series 63, Series 79TO, SIE, Series 7, Series 1, Series 24, Series 8 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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 5, 2012 - April 26, 2023

COLORADO FINANCIAL SERVICE CORPORATION

BD
CRD#: 104343
BOCA RATON, FL
Past

July 5, 2007 - June 20, 2012

BROOKSTONE SECURITIES, INC.

BD
CRD#: 13366
BOCA RATON, FL
Past

February 16, 2005 - April 29, 2006

ARCHER ALEXANDER SECURITIES CORPORATION

BD
CRD#: 41555
CORAL SPRINGS, FL
Past

January 28, 2002 - February 24, 2005

ARJENT LTD.

BD
CRD#: 35909
NEW YORK, NY
Past

May 21, 1997 - January 23, 2002

PREFERRED SECURITIES GROUP, INC.

BD
CRD#: 35704
BOCA RATON, FL
Past

July 12, 1995 - April 7, 1997

W.J. NOLAN & COMPANY, INC.

BD
CRD#: 16465
NEW YORK, NY
Past

April 26, 1995 - May 31, 1995

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

January 3, 1995 - April 6, 1995

A. T. BROD & CO. INC.

BD
CRD#: 1319
CLEVELAND, OH
Past

December 9, 1976 - October 31, 1994

FORESTERS FINANCIAL SERVICES, INC.

BD
CRD#: 305
EDISON, NJ

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: 12/16/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 12/6/1976
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 3/20/1995
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


CF
COLORADO FINANCIAL SERVICE CORPORATION
COLORADO FINANCIAL SERVICE CORPORATION | TURNING POINT RETIREMENT ASSOCIATES | GIA FINANCIAL GROUP, L.L.C.

CRD#: 104343 / SEC#: 801-76716, 8-52817

RIA
Registered Investment Advisory firm - SEC (8/8/2013 Terminated)
Alaska
Registered Investment Advisory firm - SEC (5/7/2024 Approved)
Arizona
Registered Investment Advisory firm - SEC (9/25/2017 Approved)
California
Registered Investment Advisory firm - SEC (7/30/2013 Approved)
Colorado
Registered Investment Advisory firm - SEC (7/24/2013 Approved)
Florida
Registered Investment Advisory firm - SEC (4/23/2013 Approved)
Louisiana
Registered Investment Advisory firm - SEC (8/14/2023 Approved)
Maryland
Registered Investment Advisory firm - SEC (3/24/2022 Terminated)
Montana
Registered Investment Advisory firm - SEC (2/3/2017 Approved)
New Jersey
Registered Investment Advisory firm - SEC (7/29/2013 Approved)
North Carolina
Registered Investment Advisory firm - SEC (8/4/2023 Approved)
Ohio
Registered Investment Advisory firm - SEC (5/19/2017 Approved)
Oregon
Registered Investment Advisory firm - SEC (6/4/2021 Approved)
South Carolina
Registered Investment Advisory firm - SEC (1/3/2018 Approved)
Texas
Registered Investment Advisory firm - SEC (7/14/2023 Approved)
Washington
Registered Investment Advisory firm - SEC (10/12/2017 Approved)
Wyoming
Registered Investment Advisory firm - SEC (1/31/2025 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
188 Inverness Drive West Ste 100, Centennial, CO 80112
Mailing Address
188 Inverness Drive West Suite 100, Centennial, CO 80112
Phone number
(303) 962-7267
Established
Colorado since 06/13/2000
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
38

FINRA licenses (53 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

Direct owners and executive officers


NamePositionCRD#
COLORADO NATIONAL CORPORATIONOWNER
FELDMAN, KEITH MITCHELLMUNICIPAL SECURITIES PRINCIPAL1308772
FELDMAN, KEITH MITCHELLOPTIONS PRINCIPAL1308772
FELDMAN, KEITH MITCHELLGENERAL SECURITIES PRINCIPAL, HEAD OF OPERATIONS1308772
HEBERT, CHESTER JOSEPHFINOP1678446
HEBERT, CHESTER JOSEPHCHIEF COMPLIANCE OFFICER1678446
HEBERT, CHESTER JOSEPHCHAIRMAN, CHIEF EXECUTIVE OFFICER, PRESIDENT1678446
THON, JAMESON OBRIENGENERAL SECURITIES PRINCIPAL, PRESIDENT7015002
WOODWORTH, ADAM JAMESCOMPLIANCE OFFICER6952982

Regulatory assets under management


Total Number of Accounts209
AUM (Assets Under Management)$ 68,471,136

Disclosures


Regulatory Event3

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


COLORADO FINANCIAL SERVICE CORPORATION

CRD#: 104343

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