Lennrd Fly (CRD# 6059918) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Johns Island, SC and has over 11 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Imagine Finanical, LLC | Johns Island, SC | Mar 2022 - Current | 2 |
| Ae Wealth Management, LLC | Topeka, KS | Nov 2018 - Current | 5 |
| Madison Avenue Securities, LLC | San Diego, CA | Nov 2018 - Jan 2024 | 5 |
| Ephas Llc, Dba Ephas Finanical | Johns Island, SC | Oct 2017 - Feb 2022 | 4 |
| Principal Securities, Inc. | Johns Island, SC | May 2015 - Nov 2018 | 3 |
| Principal Life Insurance Company | Johns Island, SC | Mar 2013 - Nov 2018 | 5 |
| Principal Securities, Inc. | Johns Island, SC | Mar 2013 - Nov 2018 | 5 |
| Special Needs Planning LLC | Mount Plesant, SC | Feb 2014 - Jan 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
- GA
- SC
-
Total Assets Under Management27,083MILLIONS
-
Total Number of Accounts277,294ACCOUNTS
-
Average Account Value$97,668
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.