Unclaimed Profile

Gifford Robert Lehman

INTEGRIS WEALTH MANAGEMENT, LLC·MONTEREY, California

Series 3, Series 7, Series 63, Series 65Clean record11 years registeredINTEGRIS WEALTH MANAGEMENT, LLC

435 WASHINGTON STREET, MONTEREY, CA 93940CRD# 2059031Firm CRD# 111336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gifford Robert Lehman · MONTEREY, CA

Registration

CRD #2059031 · INTEGRIS WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRIS WEALTH MANAGEMENT, LLC

INTEGRIS WEALTH MANAGEMENT, LLC

Feb 2015 – Jul 2022

MONTEREY, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · February 4, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRIS WEALTH MANAGEMENT, LLC

CRD 111336 · SEC 801-66376

AUM

$574M

Regulatory assets under management

Employees

953 client accounts

Services offered by INTEGRIS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at INTEGRIS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gifford Robert Lehman offer?

Gifford Robert Lehman specializes in Financial Planning, Investment Management.

What are Gifford Robert Lehman's credentials?

Gifford Robert Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gifford Robert Lehman located?

Gifford Robert Lehman is based in MONTEREY, California, last registered with INTEGRIS WEALTH MANAGEMENT, LLC.

How does Gifford Robert Lehman charge for services?

Gifford Robert Lehman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is INTEGRIS WEALTH MANAGEMENT, LLC?

INTEGRIS WEALTH MANAGEMENT, LLC has approximately 15 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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