Deann Lehman is a registered investment advisor at LPL Financial LLC, based in Fishers, IN, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
11 Municipal Dr Ste 150, Fishers, IN, 46038
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deann operates her LPL business under Northwest Investment Services and also works at Northwest Bank, dedicating nearly full-time hours there. She is a notary in Indiana and owns rental real estate through DRL Properties LLC and directly, spending minimal time on these real estate activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations6 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.