Ameriprise Financial Services
45yrs
Top advisor by experience in Westborough
34yrs
Mark Lessner
Full name on record: Mark Kenneth Lessner
Financial advisor at World Investment Advisors
Based in Westborough, Massachusetts, Mark Lessner is a financial advisor with 34 years of industry experience. Mark has been with World Investment Advisors since 2024; before that, Mark spent six years at Raymond James Financial Services Advisors and a year at Boston Harbor Wealth Advisors. Mark holds the CFP® designation.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience in Westborough
Office1400 Computer Drive Suite 201, Westborough, MA 01581
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$561,747
Advisors at the firm359
States licensed ?1 state
Services through World Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2024 – nowWorld Investment Advisors, LLCCurrent firm
- 2018 – 2024
- May 2017 – Oct 2018Boston Harbor Wealth Advisors, LLCPreviously
- Jun 2015 – Apr 2017Ameriprise Financial Services, LLCPreviously
Contact Mark
1400 Computer Drive Suite 201Westborough, MA 01581Office · Get directions Firm main line(800) 833-1862Headquarters: World Investment Advisors · Lincroft, NJ LinkedIn pageWorld Investment Advisors
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call World Investment Advisors at (800) 833-1862 and ask for Mark Lessner. Mark works from the Westborough, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1992, about 34 years. Top 10% by experience in Westborough.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
World Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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