Lawrence Lehman is a PFS-designated registered investment advisor, based in Lemont, IL, with 19 years of industry experience.
Location
805 State Street, Lemont, IL, 60439
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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
Lawrence sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating a few hours per week. He is also the President of Lehman & Associates CPA, LTD and Lemont Accounting & Tax, LTD, providing accounting and tax preparation services, and spends about a quarter of his time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Transamerica Financial Advisors, INCBroker
World Group Securities, INC.Broker
State Registrations6 states
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