Vikki Lenhart (CRD# 4738433) is an Investment Advisor Representative working at Hart & Patterson Financial Group in Amherst, MA and has over 15 years of experience in the finance industry. Vikki Lenhart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hart & Patterson Financial Group | Amherst, MA | Jan 2021 - Current | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2010 - Dec 2020 | 10 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2009 - Dec 2020 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MA
- NH
-
Total Assets Under Management251MILLIONS
-
Total Number of Accounts622ACCOUNTS
-
Average Account Value$404,137
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
MA, NH
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