Last Updated: November 2025 — The Villages, FL
Here’s what you need to know about The Villages, FL stockbroker Anita Louise Lester:
- Name: Anita L. Lester
- Current Employer: Brookstone Wealth Advisors — Investment Adviser Representative (10/2021–Present), The Villages, FL
- Prior Firms: Berthel, Fisher & Company Financial Services, Inc. (07/2013–10/2018, Chicago, IL); Concorde Investment Services, LLC (08/2011–08/2013, Chicago, IL); J.W. Cole Financial, Inc. (04/2008–09/2011, Chicago, IL); additional earlier registrations with Principor/Park Avenue/NYLIFE/Washington Square.
- Other Business Affiliations: All Financial Group
- CRD number: 4478199.
- Stockbroker / Financial Advisor: Former FINRA-registered broker; currently an Investment Adviser Representative
- Can Broker be Sued in FINRA: Yes
- Highest Award or Settlement: $30,000
- Current Customer Dispute Seeks Total Damages of: $200,000
If you’ve sustained damages from Ms. Lester, discuss your case with experienced investment fraud lawyer Bob Rex at (877) 224-3199 for a free consultation.
Did You Lose Money With Anita L. Lester As Your Stockbroker?
- Settled FINRA Arbitration Case No. 21-03024: A customer alleged unsuitable over-concentration in non-traded REITs and limited partnerships (BDCs), along with failures of due diligence, supervision, and training during Lester’s association with Berthel, Fisher & Company Financial Services, Inc. and Concorde Investment Services (2013–2017). Claim settled for $30,000 in 08/2022
- Pending FINRA Arbitration-September 2025; Case No. 25-01986: Claimants allege two non-traded investment programs recommended in 2014 were unsuitable and misrepresented, with risks not fully disclosed. They also allege that after Lester left Berthel Fisher in 2018 she remained in contact and advised them that the investments were “fine.” Alleged damages are $200,000.
More on REITs and Other Alternative Investments
Allegations of Broker Misconduct Against Anita L. Lester
- Unsuitability — recommending illiquid alternatives (e.g., non-traded REITs, LPs/BDCs) inconsistent with a customer’s profile may violate FINRA Rule 2111 (Suitability).
- Breach of Fiduciary Duty
- Fraud / Misrepresentation or Omission of Material Facts
Recover Your Investment Losses Now With Rex Securities Law
Investigations of Berthel Fisher brokers
If you have suffered investment losses in an account handled by Anita L. Lester, contact us for a complimentary consultation with an experienced securities lawyer to learn how you may be able to recover damages through FINRA arbitration.
With offices in Boca Raton, FL, and Austin, TX, stockbroker fraud attorney Bob Rex provides representation to investors nationwide who are seeking recovery of investment losses due to the negligence or fraud of stockbrokers, financial advisors, and broker-dealers.
If you have questions about how your account has been handled, call (877) 224-3199 to speak with an experienced securities attorney at no cost to you.
Most cases are handled on a contingent fee basis, meaning that you do not pay legal fees unless we are successful.