Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Ray Lehman is a registered representative with Osaic Wealth, Inc., working out of the Topeka, IN office. Devon has been in the industry since 1996 and has a strong record of success in helping clients achieve their financial goals. Devon is a licensed and experienced professional, holding the Series 6, Series 63, and SIE licenses. Devon specializes in providing a wide range of financial planning and investment services, including portfolio management for individuals and businesses. Devon is committed to providing personalized service to each client and helping them make informed decisions about their financial future. Devon is dedicated to helping clients develop a comprehensive financial plan that meets their unique needs. Devon has worked with individuals, families, and businesses of all sizes, providing them with the financial guidance and support they need to succeed. Devon is a trusted advisor and a valuable resource for clients in the Topeka area.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
IN
01/19/2024 - Present
Osaic Wealth, Inc. (TOPEKA IN)
IN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (TOPEKA IN)
IN
01/04/1999 - 03/01/2019
QUESTAR CAPITAL CORPORATION (TOPEKA IN)
AZ
08/27/1997 - 01/05/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
08/01/1996 - 09/08/1997
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
BC
Issued 07/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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