Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl? Claim Your ProfileKarl Allen Lehman is a registered investment advisor representative with PSI Capital Management. He is located in Lancaster, Pennsylvania and has been in the industry since 1980. Karl is a Certified Public Accountant and holds a Series 65 license. Karl Lehman works at PSI Capital Management and manages a portfolio of over 287 million dollars. Karl is a member of the AICPA and the Pennsylvania Institute of Certified Public Accountants.
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.
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.
1
2
PA
05/10/2018 - Present
PSI Capital Management (LANCASTER PA)
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Karl Lehman is the right advisor for you? Invested Better is here to help.
