Unclaimed
Justin Lehmer is a financial advisor with Capital Client Group, Inc. Justin has been in the financial industry since 1999 and has a Series 63, Series 7, Series 9 and Series 10 license. Justin's background includes working as a financial advisor with Charles Schwab & Co., Inc. Justin is registered to provide investment advice in Alabama, California, Florida, Illinois, Indiana, Iowa, Ohio, and Wisconsin. Justin is located in Carmel, IN, and specializes in investment advisory services.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
1
2
IN
07/18/2005 - Present
Capital Client Group, Inc. (CARMEL IN)
TX
03/25/1998 - 03/17/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 03/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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