Samuel Lechleiter
Samuel Lechleiter is a registered investment advisor at Cetera Investment Advisers LLC, based in Franklin, TN, with 31 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Franklin, TN
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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
Samuel operates under the name Financial Profiles, offering insurance and investment services, including accident, disability, health, long-term care, life, and annuity insurance products, dedicating about a quarter of his time. He also acts as Power of Attorney for his mother and co-executor of her estate, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Independent Advisers Group CORP
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fortis Investors, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.