Daniel LescoezecCRD Number: 1858011
Current Firm: Hickory Asset Management, Inc.
Daniel Lescoezec (CRD# 1858011) is an Investment Advisor Representative working at Hickory Asset Management, Inc. in Concord Township, OH and has over 16 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
Jeffrey A Bogart Investment Advisor
|Hickory Asset Management||Concord, OH||Apr 2008 - Current||9|
|L.m. Kohn & Company||Cincinnati, OH||Apr 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
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 Management133MILLIONS
Total Number of Accounts839ACCOUNTS
Average Account Value$158,738
- 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)
FL, OH, PA, TX, WA
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