Richard Lehmann
CRD Number: 6761755Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Richard Lehmann (CRD# 6761755) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hunt Valley, MD and has over 6 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley, MD | Jan 2021 - Current | 3 |
Bank Of America, Na | Hunt Valley, MD | Jan 2021 - Current | 3 |
Mml Investors Services | Elkridge, MD | Feb 2020 - Dec 2020 | < 1 |
Mass Mutual Life Insurance Company | Elkridge, MD | Dec 2019 - Dec 2020 | 1 |
Axa Advisors, LLC | New York, NY | Sep 2018 - Nov 2019 | 1 |
First Command Advisory Services, Inc. | Fort Worth, TX | Jan 2018 - Jul 2018 | < 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Jan 2018 - Jul 2018 | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Mar 2017 - Jan 2018 | < 1 |
Target | Annapolis, MD | Oct 2016 - Jan 2018 | 1 |
Fresh Coat Of Laurel | Laurel, MD | Apr 2015 - Sep 2016 | 1 |
Unemployed | Crofton, MD | Jan 2015 - Mar 2015 | < 1 |
Under Armour Warehouse | Curtis Bay, MD | Oct 2014 - Dec 2014 | < 1 |
Unemployed | Crofton, MD | Apr 2014 - Nov 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- MD
- TX
-
Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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