Lee awarded top performer distinction

Staff reports
Lester Lee

Lester H. Lee, CFP, an independent LPL financial advisor and partner of Lee, Dougherty & Ferrara Investment Management, was named to the LPL Financial Patriot’s Club.

The prestigious status is based on a production ranking of all registered advisors at LPL Financial at the end of 2008, is reserved for top achievers and represents 10 percent of the 11,887 LPL financial advisors that LPL Financial supports.

Lee, Dougherty & Ferrara provides conflict-free financial planning services, investment advice and asset management services to more than 1,000 clients in southeast Louisiana.

“The Patriot’s Club advisors are among the premier independent financial advisors in the industry,” said Bill Dwyer, president of LPL Financial Independent Advisor Services. “They serve as trusted resources and counselors for their clients and their communities, particularly in an economically challenging environment.”

Lee, Dougherty & Ferrara was founded in 2003 with the objective of providing unbiased, customized investment strategies to help build, protect and transfer client’s wealth. 

LPL Financial is one of the nation’s leading financial services companies and largest independent broker/dealer, based on total revenues. Headquartered in Boston, San Diego and Charlotte, LPL Financial and its affiliates offer technology, training, service and unbiased research to financial advisors, 767 financial institutions and more than 4,000 institutional clearing and technology subscribers. LPL Financial has $224 billion in assets under management as of November 30, 2008.