Lawrence
Lehman

Avantax Advisory Services

CRD#5216196
Investment Advisor
in Lemont, IL

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Lawrence Lehman is a financial advisor working in Lemont, Illinois, with 2 years of industry experience. Lehman currently works for Avantax Advisory Services. Throughout their career, Lehman has worked 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 and Avantax Advisory Services. Lehman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Avantax Advisory Services is a financial advisory firm based in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 people on staff. It has $31 billion in assets between its 123,393 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in investable assets. The company performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely are based on which services the firm provides the client. Fee types billed by Avantax Advisory Services likely consist of any blend of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

805 State Street
Lemont, IL 60439

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

IL Average: $3,042,739,679
Total Number of Employees

2,433

IL Average: 49
Total Number of Accounts

123,393

IL Average: 2,315
Average Account Size

$250,972

IL Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lawrence Lehman Work History

Lawrence has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Avantax Advisory Services

2018 - Present (6 years)

Lehman Properties LLC

2015 - Present (9 years)

Avantax Investment Services, Inc

2012 - Present (12 years)

Southland Accounting & Tax, LTD

2012 - Present (12 years)

Lehman & Assoc

2006 - Present (18 years)

Oak Lawn Chamber Of Commerce

2004 - Present (20 years)

Lehman Tax Service, Inc

2012 - 2015 (3 years)

Transamerica Financial Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at Avantax Advisory Services

Alexander Folken
Fullerton, CA
James Boyd
Wilmington, DE
Shane Ellingson
Irving, TX
Casey Radke
Irving, TX
Jeanne Helmar
Lansdale, PA
Andrew Smith
Gadsden, AL
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started