FIND A LEXINGTON WEALTH MANAGEMENT, INC. FINANCIAL ADVISOR NEAR ME
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CRD#: 135507
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for LEXINGTON WEALTH MANAGEMENT, INC. Comes From
Understanding the Statistics for LEXINGTON WEALTH MANAGEMENT, INC. and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
No Information
MISC
No Information
Employees
Total
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Registered
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Client Ratios
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
12 Waltham Street, Lexington, MA 02421
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
LEXINGTON ADV PART 2 MARCH 2019 (3/27/2019)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at LEXINGTON WEALTH MANAGEMENT, INC.
BW
Bruce Allan Western
IAR
RR
CRD#: 1896024
Location:
Cedar Rapids, IA
Company:
CREATIVE FINANCIAL DESIGNS, INC.
Disclosures:
Experience:
37 years
RK
Raymond Benjamin Knezek II
IAR
CRD#: 6966715
Location:
Houston, TX 77043
Company:
SEQUENT PLANNING, LLC
Disclosures:
Experience:
7 years
Boris Niko
IAR
RR
CRD#: 4603500
Location:
Feasterville, PA 19053
Company:
AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures:
Experience:
23 years
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