Lawrence Lehman (CRD# 5216196) is an Investment Advisor Representative working at Avantax Advisory Services in Lemont, IL and has over 17 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Advisory Services | Orland Park, IL | Feb 2021 - Current | 3 |
| Wealth Management Reps | Oak Forest, IL | Sep 2020 - Current | 3 |
| Lehman Properties LLC | Lemont, IL | Jan 2018 - Current | 6 |
| Avantax Investment Services, Inc. | Orland Park, IL | Aug 2015 - Current | 8 |
| Lehman & Assoc. | Lemont, IL | Oct 2012 - Current | 11 |
| Lemont Accounting & Tax, Ltd | Lemont, IL | Oct 2012 - Current | 11 |
| Southland Accounting & Tax, Ltd. | Oak Lawn, IL | Nov 2012 - Jul 2020 | 7 |
| Oak Lawn Chamber Of Commerce | Oak Lawn, IL | Oct 2006 - Jul 2020 | 13 |
| Lehman Tax Service, Inc. | Oak Lawn, IL | Dec 2004 - Jul 2020 | 15 |
| Transamerica Financial Advisors, Inc. | Oak Brook, IL | Jan 2012 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- IL
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.