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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Lehmkuhler is a financial advisor at Commonwealth Financial Network. Lee has over 10 years of experience in the financial services industry. Lee holds the Series 7, 9, 10, and 66 licenses, along with the SIE exam. Lee's previous employment includes roles at LPL Financial LLC, TD Ameritrade, Inc., and Scottrade, Inc. Lee's areas of expertise include retirement planning, investment management, and financial planning. Lee is committed to providing clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
09/22/2021 - Present
Commonwealth Financial Network (Williamsburg VA)
VA
07/23/2018 - 01/29/2020
LPL FINANCIAL LLC (NEWPORT NEWS VA)
VA
02/26/2018 - 06/22/2018
TD AMERITRADE, INC. (NEWPORT NEWS VA)
VA
03/05/2008 - 02/26/2018
SCOTTRADE, INC. (NEWPORT NEWS VA)
VA
11/27/2006 - 01/26/2007
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
VA
08/04/2006 - 10/26/2006
AMERIPRISE FINANCIAL SERVICES, INC. (VIRGINIA BEACH VA)
BOTH
Issued 02/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/30/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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