David LehmanCRD Number: 2783350
Current Firm: Northern Trust Securities, Inc.
David Lehman (CRD# 2783350) is an Investment Advisor Representative working at Northern Trust Securities, Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Northern Trust Bank||Chicago, IL||Jan 2009 - Current||14|
|Vision Investment Services, Inc.||Rosemont, IL||Jan 2009 - Current||14|
|Northern Trust Securities, Inc.||Chicago, IL||Jul 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
|S65||NASAA Investment Advisors Law Examination||Nov 2007|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management830MILLIONS
Total Number of Accounts2,003ACCOUNTS
Average Account Value$414,131
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI
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