# Karen Marie Lessard

Karen Marie Lessard is an investment adviser representative (IAR) with state registration records since 2013, appearing at 7 firms. Currently registered with LEVEL FOUR ADVISORY SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LEVEL FOUR ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/134086) | 2022-10-20 | present | Yes |
| [RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC](https://search.stillhousedata.com/firm/149018) | 2021-08-16 | 2022-10-14 | — |
| [PKS ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/125648) | 2021-05-07 | 2021-08-10 | — |
| [CONCORDE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/140367) | 2018-04-11 | 2021-03-15 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2014-10-07 | 2018-04-04 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2014-07-23 | 2014-09-04 | — |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/7717) | 2013-07-02 | 2014-04-21 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4613580)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4613580.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.