linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Joseph John Lezotte

SPC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Joseph? Claim Your Profile

About Joseph John Lezotte

Joseph Lezotte is a registered investment advisor representative with Spc. Joseph has been in the industry since November 2005. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals. Joseph is registered in the states of Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Louisiana, Maryland, Michigan, Nevada, North Carolina, Ohio, Oregon, South Carolina, Texas, Virginia, Washington, Wisconsin.

Firm Information

Joseph Lezotte is currently registered with SPC. SPC is an investment advisory firm based in ANN ARBOR, MI, with 454 licensed agents and 470 investment advisor representatives. They manage approximately $5.56 billion in regulatory assets under management. Their services include financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Their client base consists primarily of individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. They also offer a wrap fee program.
SPC

300 PARKLAND PLAZA

ANN ARBOR, MI 48103

$5.56B

Assets Under Management

3,486

Total Clients

480

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consultation services

Consultation services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

other

Seminar attendance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Joseph Lezotte’s Registration & Firm History

MI

03/02/2017 - Present

SPC (ANN ARBOR MI)

Not sure if Joseph John Lezotte is right for you?

Licenses & Designations

IA

Issued 07/02/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/12/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/01/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Joseph John Lezotte.
Not sure if Joseph John Lezotte is right for you?