Wilhelm Lemke
Wilhelm Lemke is a registered investment advisor at Raymond James & Associates, INC., based in Boca Raton, FL, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1 Town Center Road, 10th Floor, Boca Raton, FL, 33486
Get directionsHistory
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 Activities
Wilhelm is a trustee/successor trustee at Dadesky, owner of Lasa Global Properties LLC, partner at RMB Dreams LLC, and owns rental properties through Lasa Global Properties LLC and RMB Dreams, LLC. He dedicates minimal time to each of these activities.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations36 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.