Lenardo Colvin (CRD# 5137933) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Gwfs Equities | Cincinnati, OH | Dec 2016 - Current | 7 |
Lincoln Financial Group | Cincinnati, OH | Oct 2008 - Dec 2016 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 2006 |
S65 | NASAA Investment Advisors Law Examination | Nov 2017 |
- OH
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Total Assets Under Management134,279MILLIONS
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Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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