Danielle Lechard (CRD# 7332229) is an Investment Advisor Representative working at Return On Life Wealth Partners in Cleveland, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Cleveland, OH | Jul 2022 - Current | 1 |
| Planned Financial Services | Cleveland, OH | May 2022 - Current | 2 |
| Alliance Bernstein | Cleveland, OH | Dec 2020 - Apr 2022 | 1 |
| Bny Mellon | Pittsburgh, PA | Aug 2018 - Dec 2020 | 2 |
| Ulta Beauty | Pittsburgh, PA | Nov 2018 - Jul 2019 | < 1 |
| Industry Public House | Pittsburgh, PA | Oct 2017 - Oct 2018 | 1 |
| Pnc Bank | Pittsburgh, PA | Jan 2018 - Aug 2018 | < 1 |
| Royal American Links Golf Club | New Albany, OH | Jun 2017 - Oct 2017 | < 1 |
| La Fitness | Columbus, OH | Jun 2017 - Sep 2017 | < 1 |
| Franciscan University Of Steubenville | Steubenville, OH | Aug 2013 - May 2017 | 3 |
| Franciscan University Of Steubenville | Steubenville, OH | Nov 2013 - May 2016 | 2 |
| Latitude 360 | Pittsburgh, PA | Aug 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2022 |
- CO
- MD
- OH
- TX
-
Total Assets Under Management368MILLIONS
-
Total Number of Accounts755ACCOUNTS
-
Average Account Value$487,700
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, MD, NY, OH, PA, TX
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