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Cali J Lehman

PNC Investments

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About Cali J Lehman

Cali Lehman is a financial professional registered with PNC Investments. Cali Lehman is a registered representative with the firm and is also a registered investment advisor. Cali Lehman is a financial professional with experience in the securities industry, Cali Lehman is an active investment advisor representative and has been in the securities industry for over 11 years. Previously, Cali Lehman worked for firms such as LPL FINANCIAL LLC, CUSO FINANCIAL SERVICES, L.P., and UVEST FINANCIAL SERVICES GROUP, INC. Cali Lehman holds the Series 66, Series 7, and SIE licenses. Cali Lehman is registered in several states including: California, Colorado, Delaware, Florida, Illinois, Kansas, Maryland, New York, North Carolina, Ohio, Pennsylvania, Texas, and Virginia.

Firm Information

Cali Lehman is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cali Lehman’s Registration & Firm History

PA

10/21/2019 - Present

PNC Investments (PITTSBURGH PA)

KS

11/02/2016 - 11/13/2017

LPL FINANCIAL LLC (HUTCHINSON KS)

KS

08/13/2010 - 10/27/2016

CUSO FINANCIAL SERVICES, L.P. (WICHITA KS)

KS

05/15/2009 - 08/26/2010

UVEST FINANCIAL SERVICES GROUP, INC. (WICHITA KS)

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Licenses & Designations

BOTH

Issued 06/30/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/13/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cali J Lehman.
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