Lehman Financial Resources, Inc.

Lehman Financial Resources, Inc. (CRD# 139500) is a financial advisory firm headquartered in Media, PA. They manage $594,614,247 in 1,244 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    595
    MILLION
  • Total Number of Accounts
    1,244
    ACCOUNTS
  • Average Account Value
    $477,986
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Lehman Financial Resources, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Richard D. Derafelo
CRD#: 4553959
1215 West Baltimore Pike, Suite 8, Media, PA 19063
96
Wealthminder
score

Richard Derafelo (CRD# 4553959) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 15 years of experience in the finance industry. Richard Derafelo 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.

2
Tracy J. Diestel
CRD#: 1312688
1215 West Baltimore Pike, Suite 8, Media, PA 19063
93
Wealthminder
score

Tracy Diestel (CRD# 1312688) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 25 years of experience in the finance industry.

3
Jeffrey I. Lehman
CRD#: 1415074
1215 West Baltimore Pike, Suite 8, Media, PA 19063
93
Wealthminder
score

Jeffrey Lehman (CRD# 1415074) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 32 years of experience in the finance industry.

4
Ronald S. Lehman
CRD#: 5926626
1215 West Baltimore Pike, Suite 8, Media, PA 19063
93
Wealthminder
score

Ronald Lehman (CRD# 5926626) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 7 years of experience in the finance industry.

5
Travis M. Scott
CRD#: 6578133
1215 West Baltimore Pike, Suite 8, Media, PA 19063
89
Wealthminder
score

Travis Scott (CRD# 6578133) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 2 years of experience in the finance industry.

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