Lesta Gail Andersen

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2012 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Anderson, IN

Previous Registrations

• 2012-08-13 → 2019-10-04
  Legend Advisory, Llc
  Anderson, IN
  Palm Beach Gardens, FL
• 2009-11-16 → 2012-05-15
  Chase Investment Services Corp.
  Noblesville, IN
  Fishers, IN
  Fishers, IN
• 2008-01-01 → 2009-11-03
  Wells Fargo Clearing Services, Llc
  Anderson, IN
  Anderson, IN
• 2004-08-19 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Muncie, IN
  Muncie, IN
  St. Louis, MO
  Anderson, IN

Other Businesses

LESTA ANDERSEN POSITION: Tax Preparer NATURE: Tax Preparer INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2013 ADDRESS: 3926 Camelot Blvd, Anderson IN 46011, United States DESCRIPTION: I prepare tax returns for five clients.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-18
• S63 Uniform Securities Agent State Law Examination
  1986-04-28

Other Names

• Lesta G Friar