Dennis LehmanCRD Number: 2019289
Current Firm: Nca Financial Planners
Dennis Lehman (CRD# 2019289) is an Investment Advisor Representative working at Nca Financial Planners in Cleveland, OH and has over 14 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Michael Brady & Company, LLC
|Financial Planners Of Cleveland, Inc. Dba Nca Financial Planners||Mayfield Hts, OH||Jan 1991 - Current||26|
|Royal Alliance Associates, Inc.||Cleveland, OH||Jan 1991 - Current||26|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management803MILLIONS
Total Number of Accounts2,647ACCOUNTS
Average Account Value$303,205
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, MA, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TX
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