Lawrence Lehman
Investment adviser representative at Cetera Investment Advisers LLC
22 yearsExperience
1 stateRegistered in
PFSDesignation
$256.8BFirm assets
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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
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Wealth Management RepsSep 2020 to now
- Lehman Properties LLCJan 2018 to now
- Avantax Advisory ServicesFeb 2021 to Sep 2025
- Avantax Investment Services, Inc.Aug 2015 to Sep 2025
- Southland Accounting & Tax, Ltd.Nov 2012 to Jul 2020
- Lehman & Assoc.Oct 2012 to Aug 2025
- Lemont Accounting & Tax, LtdOct 2012 to Aug 2025
- Oak Lawn Chamber of CommerceOct 2006 to Jul 2020
- Lehman Tax Service, Inc.Dec 2004 to Jul 2020
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5216196
- Firm CRD
- 105644