Daniel Lescoezec, financial advisor Concord Township OH
86 score

Daniel Lescoezec

CRD 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 15 years of experience in the finance industry.

Similar Advisors
Robert Gavlak, financial advisor Concord Township OH
Robert J. Gavlak
CRD# 5686543
Strategic Wealth Partners, Ltd.
Similar Advisors
Jeffrey Bogart, financial advisor Concord Township OH
Jeffrey A. Bogart
CRD# 2049796
Jeffrey A Bogart Investment Advisor
Similar Advisors
Jack Malarik, financial advisor Concord Township OH
Jack Malarik
CRD# 1222015
Summit Wealth Partners, LLC
Professional Designations
Company Name Location Dates Years
Hickory Asset Management Concord, OH Apr 2008 - Current 8
L.m. Kohn & Company Cincinnati, OH Apr 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Daniel G. Lescoezec
Phone Number: 440-358-1330
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.