Lehman Financial Resources, Inc.

Lehman Financial Resources, Inc. (CRD# 139500) is a financial advisory firm headquartered in Media, PA. They manage $514,519,530 in 1,035 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    1,035
    ACCOUNTS
  • Average Account Value
    $497,120
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.

FL, NJ, NY, PA

Financial Advisors at Lehman Financial Resources, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Richard D. Derafelo
CRD#: 4553959
1215 West Baltimore Pike, Suite 8, Media, PA 19063
93
Wealthminder
score

Richard Derafelo (CRD# 4553959) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has over 14 years of experience in the finance industry.

2
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 30 years of experience in the finance industry.

3
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 5 years of experience in the finance industry.

4
Travis M. Scott
CRD#: 6578133
1215 West Baltimore Pike, Suite 8, Media, PA 19063
87
Wealthminder
score

Travis Scott (CRD# 6578133) is an Investment Advisor Representative working at Lehman Financial Resources, Inc. in Media, PA and has 1 year of experience in the finance industry.

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