Ronald LehmanCRD Number: 5926626
Current Firm: Lehman Financial Resources, Inc.
Ronald Lehman (CRD# 5926626) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 6 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Triad Advisors, Inc.
|Lehman Rinancial Resources, Inc.||Media, PA||Jan 2007 - Current||11|
|Democratic Party Of Missouri||Jefferson City, MO||Jan 2006 - Jan 2007||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2011|
Total Assets Under Management515MILLIONS
Total Number of Accounts1,035ACCOUNTS
Average Account Value$497,120
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, NY, PA