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Michael + Lehman - Financial Advisor in Brandon, FL

Paladin Research Report For:

Michael Lehman

Focus Wealth Strategies

3419 Brook Crossing Drive
Brandon, FL 33511
813-305-0411

General Information

Firm Start Year
  • 2007
No.of Employees
  • 10-19
CRD#
  • 2534825
Firm CRD#
  • 6413
Insurance License#
  • A152710
Name of Broker/Dealer
  • LPL Financial
Name of Custodial Firm
  • LPL Financial
States Licensed in
  • FL, CO, CT, DE, GA, IN, KY, MI, MS, NJ, NC, OH, PA, SC, TN, TX, VA, WI
Years of Experience in Financial Services
  • 26
Number of Years with Current Firm
  • 3
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Insurance Products & Annuities, Investment Advice & Management, Financial Planning, Money Management

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 66, Series 24, Series 6, Series 7
Insurance and Annuity Licenses
  • Annuity, Life, Long Term Care, Variable Annuity, Variable Life

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $50,000
Fee % Based on Assets
  • 1.00
Hourly Rate
  • $150
Additional Details on Charges
  • Fee % Based on Assets declines as a % as the account grows larger.

Education

Master in Business Administration - Finance
  • University of South Florida
    08/1994 - 12/1997
BS in Agriculture - Animal Science
  • The Ohio State University
    9/1985 - 3/1989

Disclaimer

Securities and Advisory Services offered through LPL Financial, a registered investment adviser. Member SIPC www.sipc.org.

BASIC INFORMATION NEEDED FOR THE INQUIRY