Lee Hernandez (CRD# 5144193) is an Investment Advisor Representative working at Firmament Financial in Reno, NV and has over 16 years of experience in the finance industry. Lee Hernandez has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 4862651
Schultz Financial Group Incorporated
CRD# 6294572
Belpointe Asset Management LLC
CRD# 6226356
Edward Jones
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Catholic Charities Of Northern Nevada | Reno, NV | Mar 2024 - Current | < 1 |
| Firmament Financial, LLC | Reno, NV | May 2019 - Current | 5 |
| Lumos & Associates, Inc. | Reno, NV | Nov 2021 - Mar 2024 | 2 |
| Catholic Charities Of Northern Nevada | Reno, NV | Mar 2020 - Nov 2021 | 1 |
| University Of Nevada, Reno | Reno, NV | Aug 2020 - Jun 2021 | < 1 |
| Monarch Casino And Resort, Inc. | Reno, NV | Apr 2018 - Jan 2020 | 1 |
| Aes Corp | Arlington, VA | Jan 2015 - Apr 2018 | 3 |
| Monarch Casino And Resort, Inc. | Reno, NV | Nov 2012 - Jan 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- CA
- NV
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$418,026
- 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
- Other
CA, NV
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