Joseph LezotteCRD Number: 5056203
Current Firm: Spc
Joseph Lezotte (CRD# 5056203) is an Investment Advisor Representative working at Spc in Ann Arbor, MI and has over 15 years of experience in the finance industry.
Savant Wealth Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stifel, Nicolaus & Company, Incorporated
|Sigma Financial Corporation||Ann Arbor, MI||Oct 2005 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Jul 2007|
Total Assets Under Management5,588MILLIONS
Total Number of Accounts29,073ACCOUNTS
Average Account Value$192,210
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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