Deann Rose Lehman
Investment adviser representative at LPL Financial LLC
15 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- LPL Financial LLCDec 2023 to now
- Northwest BankOct 2023 to now
- Residential Rental BusinessJan 2022 to now
- Drl Properties, LLCJan 2016 to now
- Linton Civitan ClubSep 2014 to now
- Raymond James Financial Services Advisors, IncSep 2023 to Oct 2023
- Meek FinancialAug 2023 to Oct 2023
- Meek Financial ServicesFeb 2022 to Aug 2023
- Raymond James Financial Services, Inc.Sep 2021 to Oct 2023
- Edward JonesJan 2008 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4748258
- Firm CRD
- 6413