Benjamin Samuel Lechtman
Professional Summary
Benjamin Samuel Lechtman, who also goes by B Duke Lechtman, Duke Lechtman, was a registered financial advisor. Benjamin was a previously registered financial professional and started their career in finance 1970 - 2017. Benjamin had worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 1, Series 24 and Series 40 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Benjamin Samuel Lechtman, B Duke Lechtman, Duke Lechtman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
64 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
ARMENTI PLANNING CO | THE PRIVATE CLIENT GROUP LLC | THE IOLA FINANCIAL GROUP | THE FAMILY WEALTH INSTITUTE | THE ESSEX GROUP | TANISTRY WEALTH MANAGEMENT | SUMMIT FINANCIAL RESOURCES INC | SPARTAN FINANCIAL GROUP LLC | REX GLOBAL WEALTH MANAGEMENT | PHARMAEXECUTIVE WEALTH ADVISORS | NOLAN WEALTH MANAGEMENT LLC | NATIONAL WEALTH ADVISORS | LEROY WEALTH MANAGEMENT | INTEGRATED WEALTH MANAGEMENT | HF ADVISORS | GOLDENTHAL & SUSS FINANCIAL SERVICES INC. | FINANCIAL PRODUCTS INC. | FAMILY WEALTH PLANNING | EXECUTIVE WEALTH PLANNING GROUP | CONWAY WEALTH GROUP LLC
Contact Information
Main Address
4 Campus Dr, Parsippany, NJ 07054-0413Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Jul 1962Series 40 — Registered Principal Examination
Passed Dec 1975Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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