Harold Lewellen, financial advisor Cincinnati OH

Harold Lewellen

CRD Number: 4734364
Current Firm: Ojm Group, LLC

Harold Lewellen (CRD# 4734364) is an Investment Advisor Representative working at Ojm Group, LLC in Cincinnati, OH and has over 19 years of experience in the finance industry. Harold Lewellen 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.

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Professional Designations
Company Name Location Dates Years
Ojm Group Cincinnati, OH Oct 2008 - Current 15
The Odell Group Cincinnati, OH Jun 2003 - Current 20
Purshe Kaplan Sterling Albany, NY Dec 2009 - Jul 2015 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2004
Contact Info for Harold M. Lewellen
Phone Number: 513-791-7525
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    1,598
    ACCOUNTS
  • Average Account Value
    $357,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, IN, KY, MI, MO, NC, NH, NY, OH, SC, TN, TX, VA

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