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Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
6 advisors
Number of Clients
31 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$39.9M
Fee Structure
This brochure supplement provides information about Brad S. Lessem that supplements the First Western Securities, Inc. brochure. Please refer to the First Western Securities, Inc. brochure for fee information.
Areas of Practice
Investment Management
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Advisor Information
Office location
1600 Airport Freeway, Suite 302, Bedford, TX, 76022
Get directionsRegulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2014Settled
Customer Dispute
December 2008Settled
Customer Dispute
July 2007Closed-No Action
Other Business Activities
Timothy is an investment advisor representative at MDX Wealth Management and owner of Crest Retirement Planning, dedicating full-time hours to each. He also owns Crest Financial Group (about a quarter of his time) and TCH Photo (a few hours per week).
Employment History
Current Registrations
First Western Securities, INC. Broker
February 2025 - Present · 11 mos
Mdx Wealth Management
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Bournehill Investment Services, INC.Broker
August 2017 - August 2024 · 7 yrs
Summit Financial Group INC
September 2016 - August 2017 · 11 mos
Summit Brokerage Services, INC.Broker
September 2016 - August 2017 · 11 mos
Vsr Advisory Services
February 2003 - September 2016 · 13 yrs 7 mos
The Masters, INC.
April 1999 - February 2003 · 3 yrs 10 mos
Vsr Financial Services, INC.Broker
May 1996 - September 2016 · 20 yrs 4 mos
Dominion Capital CorporationBroker
November 1994 - May 1996 · 1 yr 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.