Theresa Lechard
Professional summary
Theresa Lechard, who also goes by Theresa Lechard, Theresa Mary Lechard Miss, Theresa Mary Lechard, is a registered financial advisor currently at THE JOSEPH GROUP CAPITAL MANAGEMENT located in Columbus, Ohio.
Theresa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Theresa has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Theresa Lechard's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 13, 2024 - Present
THE JOSEPH GROUP CAPITAL MANAGEMENT
Office #1: 605 South Front Street Suite 100, Columbus, OH 43215February 21, 2019 - March 29, 2021
EDWARD JONES
January 28, 2019 - March 29, 2021
EDWARD JONES
Primary Firm SEC Registration
THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD#: 165311 / SEC#: 801-77130
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/13/2024)
Exams
Series 7TO
Date: 1/28/2019
General Securities Representative ExaminationCurrent Firm
THE JOSEPH GROUP CAPITAL MANAGEMENT
CRD#: 165311 / SEC#: 801-77130
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 947,008,553 |
Red Flags
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