LL
LL

Lonn Eric Lebo

8 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

602 North Front Street, Wormleysburg, PA, 17043

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Lonn works for Stonebridge Financial Group LLC as a Registered Investment Advisor, dedicating full-time hours to corporate retirement plan consulting. He also sells financial products through Private Client Services, spending minimal time on this activity.

Employment History
Current Registrations
Private Client Services, LLCBroker
April 2024 - Present · 1 yr 10 mos
Stonebridge Financial Group, LLC
February 2024 - Present · 2 yrs
Previous Registrations
Triad Advisors LLCBroker
January 2023 - April 2024 · 1 yr 3 mos
Triad Hybrid Solutions
January 2023 - February 2024 · 1 yr 1 mo
LPL Financial LLCBroker
September 2021 - January 2023 · 1 yr 4 mos
LPL Financial LLC
September 2021 - January 2023 · 1 yr 4 mos
MML Investors Services, LLC
July 2017 - September 2021 · 4 yrs 2 mos
MML Investors Services, LLCBroker
May 2017 - September 2021 · 4 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Lonn Eric Lebo - Financial Advisor | TrueAdvisor