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 14 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.

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Professional Designations
Company Name Location Dates Years
Lumos & Associates Reno, NV Nov 2021 - Current 1
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 Reno, NV Apr 2018 - Jan 2020 1
Aes Corp Arlington, VA Jan 2015 - Apr 2018 3
Monarch Casino And Resort 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):
  • NV
Current Firm Details
Firmament Financial
Firm's CRD Number: 304536
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    17
    ACCOUNTS
  • Average Account Value
    $333,360
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
Types of Clients
Registered States

NV

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