Richard Lerner
Richard Lerner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwood Village, CO, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5600 S Quebec St, Suite A-110, Greenwood Village, CO, 80111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is a co-trustee and personal representative for family trusts, spending minimal time on these duties. He also owns a support company, Lerner Financial, LLC, and has an agent relationship with Healthcare Benefit Services selling long-term care insurance, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Raymond James Financial Services
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
State Registrations32 states
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