George
Lehmann

Park Avenue Securities LLC

CRD#5270530
Investment Advisor
in Columbus, OH

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About this Advisor

George Lehmann is an investment advisor who lives in Columbus, Ohio. Currently an investment advisor at Park Avenue Securities LLC, Lehmann has 10 years of professional experience as a financial advisor. Lehmann has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lehmann is able to advise investors in California, Indiana and Ohio. The advisor has gained experience at New England Securities, Guardian Life Insurance Company, Park Avenue Securities and Mccloy Financial. Park Avenue Securities LLC is based out of Columbus, Ohio, and has 86 offices in the country. Overall, Park Avenue Securities LLC manages $6 billion in assets throughout 31,460 accounts and employs more than 1,745 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 27,011 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 17% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5001 Horizons Drive Suite 205
Columbus, OH 43220

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

OH Average: $7,464,549,021
Total Number of Employees

1,745

OH Average: 88
Total Number of Accounts

31,460

OH Average: 3,892
Average Account Size

$181,366

OH Average: $1,917,921

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Investment Advisory Services

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

George Lehmann Work History

George has 10 years of experience.

2019 - Present (2 years)

Guardian Life Insurance Company

2019 - Present (2 years)

Park Avenue Securities

2012 - 2019 (7 years)

Guardian Life Insurance Company

2012 - 2019 (7 years)

Park Avenue Securities

2011 - 2012 (1 year)

New England Securities

2011 - 2012 (1 year)

Mccloy Financial

Disclosures

George Lehmann has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Alex Kastrinakis
Pittsfield, MA
Dustin Goss
Austin, TX
Robert Hatcher
Southfield, MI
Elizabeth Timmer
Salt Lake City, UT
Chad Mcmains
Bentonville, AR
Philemon Kang
San Ramon, CA
Cameron Oliver
Chipley, FL
Spencer Friedman
New York, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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