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Lance I Lehman

Compound Planning

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About Lance I Lehman

Lance Lehman is a financial advisor currently registered with Compound Planning. Lance has a broad range of experience in the financial industry, having worked for various firms including HSBC Securities (USA) INC., MetLife Securities INC., and Metropolitan Life Insurance Company. Lance holds the Series 7, Series 6, Series 63, and Series 65 licenses. Lance also holds the Certified Financial Planner designation. Lance currently serves clients in Florida, Minnesota and New Hampshire.

Firm Information

Lance Lehman is currently registered with Compound Planning. Compound Planning is an investment advisor registered with the SEC and headquartered in NEW YORK, NY. The firm manages approximately $1 billion - $10 billion in assets for individuals and high-net-worth individuals. They offer financial planning, portfolio management, and educational seminars.
Compound Planning

115 BROADWAY

NEW YORK, NY 10006

$1.40B

Assets Under Management

217

Total Clients

55

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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financial planning services

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

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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fixed fees

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

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percentage of assets

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

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other

Selection of other advisers

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Lance Lehman’s Registration & Firm History

FL

02/01/2023 - Present

Compound Planning (Tampa FL)

NY

02/02/2005 - 06/26/2007

HSBC SECURITIES (USA) INC. (HORSEHEADS NY)

MA

10/02/2002 - 01/12/2005

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

10/02/2002 - 01/11/2005

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 09/12/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/31/2003

Series 7 - General Securities Representative Examination

BC

Issued 10/01/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lance I Lehman.
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