Brett Lemmons (CRD# 7659275) is an Investment Advisor Representative working at Lpl Financial LLC in Valparaiso, IN and has 1 year of experience in the finance industry.
CRD# 4849315
Captrust
CRD# 5046093
Avertrust Wealth LLC
CRD# 1623480
Oneamerica Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Valparaiso, IN | Dec 2022 - Current | 1 |
| Laciak Accountancy Group | Valparaiso, IN | Sep 2021 - Current | 2 |
| Chili's Grill And Bar | Valparaiso, IN | Aug 2021 - Dec 2021 | < 1 |
| Unemployed | Valparaiso, IN | Jun 2021 - Aug 2021 | < 1 |
| Western Carolina University | Cullowhee, NC | Aug 2019 - May 2021 | 1 |
| Blue Ridge Bank | Luray, VA | Jan 2021 - Feb 2021 | < 1 |
| Indiana Beverage | Valparaiso, IN | Jun 2019 - Jul 2019 | < 1 |
| University Of South Carolina - Sumter | Sumter, SC | Jan 2019 - Jul 2019 | < 1 |
| Western Carolina University | Cullowhee, NC | Aug 2017 - Dec 2018 | 1 |
| Unemployed | Valparaiso, IN | Jun 2017 - Aug 2017 | < 1 |
| Morgan Township Middle / High School | Valparaiso, IN | Jun 2013 - Jun 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, VI, VT, WA, WI, WV, WY
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