Christopher LemaCRD Number: 5057073
Current Firm: Park Avenue Securities LLC
Christopher Lema (CRD# 5057073) is an Investment Advisor Representative working at Park Avenue Securities LLC in Elk Grove, CA and has over 15 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Guardian Life Insurance||Elk Grove, CA||Jul 2017 - Current||4|
|Park Avenue Securities||Elk Grove, CA||Jul 2017 - Current||4|
|Guardian Life Insurance Co Of America||Sacramento, CA||Aug 2009 - Jul 2017||7|
|Park Avenue Securities LLC||Sacramento, CA||Aug 2009 - Jul 2017||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management7,580MILLIONS
Total Number of Accounts39,245ACCOUNTS
Average Account Value$193,157
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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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