Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lennis? Claim Your ProfileLennis Paul Francis has been in the financial services industry since November 1997. Lennis is currently registered with LPL Financial LLC and has been with the firm since May 2002. Lennis is licensed to provide investment advice and securities brokerage services in a number of states, including Alabama, Arizona, California, Florida, Georgia, Idaho, Kansas, Louisiana, Missouri, Nevada, New York, North Carolina, Oregon, Texas, and Washington. Lennis also holds Series 63, Series 7, and Series 24 licenses. Lennis is a registered investment advisor representative in California and Texas. Lennis has experience in a variety of financial services, including investment advice, securities brokerage, and insurance.
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.
Consulting and other non-discretionary advisory services
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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CA
06/27/2012 - Present
LPL Financial LLC (VACAVILLE CA)
MO
11/11/1997 - 06/12/2002
EDWARD JONES (ST. LOUIS MO)
BC
Issued 11/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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