Richard Lenet is a CFP-designated registered investment advisor at Lenet Financial Resources, LLC, based in N. Potomac, MD, with 3 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lenet Financial Resources does not manage investments. They may provide investment advice as part of a broader financial plan, but clients implement any investment recommendations themselves.
Location
N. Potomac, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lenet Financial Resources, LLC
State Registrations1 state
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