Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Andrew Lehman is a registered investment advisor representative with Dimensional Fund Advisors LP. Paul has been in the industry since 1994. Paul is registered with the state of Texas and has been registered with Dimensional Fund Advisors LP since 2013. Previously, Paul worked at First Citizens Securities Corporation, First Citizens Investor Services, Inc., Raymond James Financial Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Key Investments Inc., Independent Financial Securities, Inc., Natcity Investments, Inc., National City Investments Corporation, Smith Barney Inc. and Mariner Financial Services, Inc..
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/29/2013 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
SC
07/19/2006 - 06/17/2013
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
NC
04/27/2005 - 12/14/2006
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
FL
08/19/2004 - 04/20/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
10/01/2000 - 08/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/10/1997 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OH
11/25/1996 - 10/06/1997
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
04/19/1996 - 12/09/1996
INDEPENDENT FINANCIAL SECURITIES, INC.
OH
06/01/1996 - 11/27/1996
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
NA
09/20/1994 - 06/01/1996
NATIONAL CITY INVESTMENTS CORPORATION
NY
07/13/1994 - 09/21/1994
SMITH BARNEY INC. (NEW YORK NY)
FL
01/18/1994 - 05/02/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 08/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/21/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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