Lawrence
Lehman
Avantax Advisory Services
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About this Advisor
Lawrence Lehman is a financial advisor based in Lemont, Illinois, working with Avantax Advisory Services. Lawrence has previously held positions at Lehman Tax Service, Inc, Oak Lawn Chamber Of Commerce, Transamerica Financial Advisors, Inc, Southland Accounting & Tax, LTD, Avantax Investment Services, Inc, Lehman & Assoc, Lehman Properties LLC, Avantax Advisory Services, Lemont Accounting & Tax, LTD, and Wealth Management Reps. Lawrence has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Lawrence is part of Avantax Advisory Services, which operates out of Lemont, Illinois. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Lawrence Lehman Work History
Avantax Advisory Services
Wealth Management Reps
Lehman Properties LLC
Avantax Investment Services, Inc
Lehman & Assoc
Lemont Accounting & Tax, LTD
Transamerica Financial Advisors, Inc
Southland Accounting & Tax, LTD
Oak Lawn Chamber Of Commerce
Lehman Tax Service, Inc
Disclosures
Please visit the SEC profile of Lawrence Lehman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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