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Ryan J Lehman

Integrated Capital Management, Inc.

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About Ryan J Lehman

Ryan J Lehman is a financial professional with over 10 years of experience in the financial services industry. Currently, Ryan is registered with Integrated Capital Management, Inc. Ryan is a Chartered Financial Analyst and holds Series 63 and Series 7 licenses. Ryan has previously been affiliated with Riversource Distributors, Inc., Park Avenue Securities LLC, and Vanguard Marketing Corporation. Ryan primarily serves high-net-worth individuals, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and individuals other than high-net-worth.

Firm Information

Ryan Lehman is currently registered with Integrated Capital Management, Inc.. Integrated Capital Management, Inc. is an investment advisory firm located in Jessup, PA. The firm offers portfolio management services to individuals, businesses, and pension plans. They manage over $197 million in assets for approximately 850 accounts. The firm's client base includes individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Integrated Capital Management, Inc. participates in wrap fee programs.
Integrated Capital Management, Inc.

THE TEKRIDGE CENTER

JESSUP, PA 18434

$197.03M

Assets Under Management

8

Total Clients

7

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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percentage of assets

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

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other

Assets under advisement

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Ryan Lehman’s Registration & Firm History

PA

08/18/2016 - Present

Integrated Capital Management, Inc. (JESSUP PA)

MN

08/30/2010 - 06/01/2012

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

PA

08/25/2008 - 08/23/2010

PARK AVENUE SECURITIES LLC (BETHLEHEM PA)

PA

09/12/2007 - 05/12/2008

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 09/24/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/11/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ryan J Lehman.
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