Lehman AbshireCRD Number: 5252838
Current Firm: Avantax Advisory Services
Lehman Abshire (CRD# 5252838) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Avantax Advisory Services||Crowley, LA||Oct 2019 - Current||3|
|Avantax Investment Services, Inc.||Crowley, LA||Oct 2019 - Current||3|
|Avantax Insurance Services, Inc.||Crowley, LA||May 2008 - Current||14|
|Broussard, Poche, Lewis And Breaux||Lafayette, LA||Jul 1978 - Current||44|
|1st Global Advisors, Inc.||Lafayette, LA||Oct 2007 - Oct 2019||12|
|1st Global Capital Corp.||Lafayette, LA||Nov 2006 - Oct 2019||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management34,341MILLIONS
Total Number of Accounts111,856ACCOUNTS
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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