Renee Fleming, financial advisor South Bend IN

Renee Fleming

CRD Number: 5026103
Current Firm: Lpl Financial LLC

Renee Fleming (CRD# 5026103) is an Investment Advisor Representative working at Lpl Financial LLC in South Bend, IN and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Mishawaka, IN Jul 2011 - Current 8
1st Source Bank Niles, MI Jan 1999 - Current 20
Uvest Financial Services Group, Inc. Charlotte, NC Apr 2010 - Jul 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2005
S66 NASAA Uniform Combined State Law Examination Feb 2006
Contact Info for Renee N. Fleming
Phone Number: 617-423-3644
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    159,099
    MILLIONS
  • Total Number of Accounts
    786,525
    ACCOUNTS
  • Average Account Value
    $202,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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