Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Adam Lemmon is an Investment Advisor Representative at Thomas Doll, a firm with over 1400 million dollars in regulatory assets under management. Brett holds a Series 65 license and is registered with the state of California. Brett has been with Thomas Doll since 2015 and has also worked at Earned Wealth and Earned Wealth Advisors, LLC. The firm specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
01/02/2025 - Present
Thomas Doll (WALNUT CREEK CA)
IA
Issued 08/23/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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