Bradley Shayne Lester

Current Employers

Employment History

• 05/2012 → 02/2025
  United Planners' Financial Services Of America A Limited Partner
  Scottsdale, AZ
• 02/2025 → Present
  Raymond James Financial Services, Inc.
  Norman, OK
• 02/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Norman, OK
• 01/2016 → Present
  Partners In Planning Financial Services
  Norman, OK
• 02/2025 → Present
  Shayne Lester, Cfp
  Norman, OK

Previous Registrations

• 2012-05-14 → 2025-02-12
  United Planners' Financial Services Of America A Limited Partner
  Norman, OK
  Scottsdale, AZ
  Norman, OK
  Oklahoma City, OK
• 2008-10-07 → 2012-03-23
  Eide Bailly Advisors, Llc
  Norman, OK
  Tulsa, OK
  Oklahoma City, OK
• 2005-05-03 → 2008-10-01
  1St Global Advisors Inc
  Oklahoma City, OK
  Norman, OK
• 2005-01-06 → 2005-05-03
  Mml Investors Services, Llc
  Norman, OK

Other Businesses

(1)Name of Business: Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/01/1996 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a licensed insurance agent in the State of Oklahoma, I offer non-variable insurance products to my clients. (2)Name of Business: New Life Bible Church Address: 4424 Cannon Drive, Norman, OK, 73072, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/22/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have oversight of the church financial records and bookkeeping. The church has a paid professional who does all the bookkeeping, but I provide supervision of that person. I do not have check signing or bill paying authority. I do not collect donations, handle cash, or make deposits. (3)Name of Business: Partners In Planning Financial Services Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a DBA for my financial services practice. (4)Name of Business: Partners In Planning Financial Services Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a DBA marketing name for my Sole Proprietor company Shayne Lester, CFP. We market our services under this DBA to the public. It is our primary operating name. I have reported Shayne Lester, CFP Sole Proprietorship as a separate OBA. (5)Name of Business: Shayne Lester, CFP Address: 3940 W Tecumseh Rd Ste 100, Norman, OK, 73072-1858, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the owner of Shayne Lester, CFP, a sole proprietorship. I have a separate bank account for the company. All business income is deposited to that bank account and all business expenses are paid from the account. I have several employees who are compensated via W-2 income by the entity. No investment related. Fees or Commissions for others are collected by or paid from this entity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-14
• S63 Uniform Securities Agent State Law Examination
  1997-03-20

Designations

Other Names

• Shayne Lester