Lenajo Hartley (CRD# 2905105) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Auburn, ME and has over 26 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 2366693
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arkadios Wealth Advisors | Atlanta, GA | Oct 2022 - Current | 1 |
| Arkadios Capital | Atlanta, GA | Oct 2022 - Current | 1 |
| Downeast Financial Group | Lewiston, ME | Dec 1996 - Current | 27 |
| Securities America, Inc. | Auburn, ME | Jul 2020 - Oct 2022 | 2 |
| Securities America Advisors, Inc. | Auburn, ME | Jul 2020 - Oct 2022 | 2 |
| Investacorp Advisory Services | Miami Lakes, FL | Aug 2008 - Jul 2020 | 11 |
| Investacorp, Inc. | Miami Lakes, FL | Jun 1997 - Jul 2020 | 23 |
| Investacorp Inc. | Miami Lakes, FL | Apr 1997 - Jul 2020 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2009 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management2,681MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$2,681,123,534
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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