Lee Hernandez, financial advisor Reno NV

Lee Hernandez

CRD Number: 5144193
Current Firm: Firmament Financial

Lee Hernandez (CRD# 5144193) is an Investment Advisor Representative working at Firmament Financial in Reno, NV and has over 15 years of experience in the finance industry. Lee Hernandez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Christopher Abts, financial advisor Reno NV
Christopher K. Abts
CRD# 5245824
Prime Capital Financial
Similar Advisors
Ryan Adams, financial advisor Reno NV
Ryan M. Adams
CRD# 5724615
Cunningham Investment Management, LLC
Similar Advisors
Scott Albright, financial advisor Reno NV
Scott A. Albright
CRD# 4906843
Trident Capital Advisors, LLC
Professional Designations
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
Contact Info for Lee J. Hernandez
Phone Number: 202-258-8824
Registered State(s):
  • CA
  • NV
Current Firm Details
Firmament Financial
Firm's CRD Number: 304536
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

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.