Rita B Lessard

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → Present
  Wells Fargo Advisors Financial Network, Llc
  Baton Rouge, LA
• 09/2017 → 07/2022
  Wells Fargo Advisors
  Baton Rouge, LA
• 04/2010 → 09/2017
  Morgan Stanley
  Baton Rouge, LA

Previous Registrations

• 2017-09-15 → 2022-07-14
  Wells Fargo Clearing Services, Llc
  Baton Rouge, LA
• 2010-04-12 → 2017-09-14
  Morgan Stanley
  Baton Rouge, LA
  Baton Rouge, LA
  Baton Rouge, LA
• 2009-01-12 → 2010-04-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baton Rouge, LA

Exams

• S66 Uniform Combined State Law Examination
  2001-12-17

Other Names

• Rita Gaye Lessard
• Rita Barnes
• Rita B Lessard
• Rita Lessard
• Rita Lessard
• Rita Barnes Lessard