Lindsay Lehn, financial advisor Fort Lauderdale FL
88 score

Lindsay Lehn

CRD Number: 6326378
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lindsay Lehn (CRD# 6326378) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Fort Lauderdale, FL Sep 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Laderdale, FL Apr 2014 - Current 2
Suntrust Bank Fort Lauderdale, FL Apr 2013 - Apr 2014 1
Unemployed Fort Lauderdale, FL Dec 2012 - Apr 2013 < 1
Us Bank Denver, CO Jan 2012 - Dec 2012 < 1
Unemployed Highland Ranch, CO May 2009 - Jan 2012 2
Integrated Asset Services Denver, CO Nov 2007 - May 2009 1
Lakeshore Denver, CO Feb 2007 - Nov 2007 < 1
Unemployed Highland Ranch, CO Oct 2006 - Feb 2007 < 1
Star Power Systems Boulder, CO Sep 2004 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Lindsay Lehn
Phone Number: 800-637-7455
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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