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Brian Douglas Lehman

GENERATE CAPITAL ADVISORS, PB LLC·SAN FRANCISCO, California
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560 DAVIS STREET, SAN FRANCISCO, CA 94111CRD# 2919617Firm CRD# 318680
01

About

Brian Douglas Lehman is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GENERATE CAPITAL ADVISORS, PB LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GENERATE CAPITAL ADVISORS, PB LLC
GENERATE CAPITAL ADVISORS, PB LLC
AUM
$100M
Regulatory assets under management
Employees
230
Total firm employees
View all advisors at GENERATE CAPITAL ADVISORS, PB LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2919617
Firm CRD# 318680
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Douglas Lehman offer?
Brian Douglas Lehman specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Brian Douglas Lehman's credentials?
Brian Douglas Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Douglas Lehman located?
Brian Douglas Lehman is based in SAN FRANCISCO, California, working with GENERATE CAPITAL ADVISORS, PB LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Brian Douglas Lehman charge for services?
Brian Douglas Lehman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GENERATE CAPITAL ADVISORS, PB LLC?
GENERATE CAPITAL ADVISORS, PB LLC has approximately 230 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kristine Elisabeth Janhunen
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Matan Friedman
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Nancy Huang Tsang
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Research
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