Lehman
Allen
Wealth Watch Advisors, LLC
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About this Advisor
Lehman Allen is a personal financial specialist operating in Lubbock, Texas with 2 years of industry experience. Allen is an employee of Wealth Watch Advisors, LLC. Their career trajectory has included roles at L. Duane Allen Cpa, Usa Wealth Management, Plp Advisors, LLC, Pollock Advisory Group and Plp Services, LLC. Allen has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Wealth Watch Advisors, LLC is a financial advisory firm that has its headquarters in Englewood, CO. The investment advisory business has offices in 47 locations and a total of 50 people on staff. It has $234 million in assets under management between its 2,500 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 2,500 client accounts, 18% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees are based on which services the firm provides the client. However, fees charged by Wealth Watch Advisors, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Watch Advisors, LLC Brokerage Details
$234,203,049
50
2,500
$93,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lehman Allen Work History
Lehman has been registered as a financial advisor for 2 years.*
Plp Advisors, LLC
Pollock Advisory Group
Plp Services, LLC
L. Duane Allen Cpa
Usa Wealth Management
*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 Lehman Allen 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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Englewoood, CO
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.
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