Unclaimed Profile

Paul Alan Lemon

INTEGRATED FINANCIAL PLANNING, P.C.·DURANGO, Colorado

Series 6, Series 63, Series 65Clean record27 years registeredINTEGRATED FINANCIAL PLANNING, P.C.

1800 EAST 3RD AVENUE, SUITE 103, DURANGO, CO 81301CRD# 2525281Firm CRD# 113253

Profile Verification

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

Identity

Paul Alan Lemon · DURANGO, CO

Registration

CRD #2525281 · INTEGRATED FINANCIAL PLANNING, P.C. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: INTEGRATED FINANCIAL PLANNING, P.C.

INTEGRATED FINANCIAL PLANNING, P.C.

Jan 1999 – Jul 2021

DURANGO, CO

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · January 12, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

INTEGRATED FINANCIAL PLANNING, P.C.

CRD 113253 · SEC 801-116804

AUM

$143M

Regulatory assets under management

Employees

600 client accounts

Services offered by INTEGRATED FINANCIAL PLANNING, P.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at INTEGRATED FINANCIAL PLANNING, P.C. →

Introduction

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Frequently Asked Questions

What services does Paul Alan Lemon offer?

Paul Alan Lemon specializes in Financial Planning, Investment Management.

What are Paul Alan Lemon's credentials?

Paul Alan Lemon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Alan Lemon located?

Paul Alan Lemon is based in DURANGO, Colorado, last registered with INTEGRATED FINANCIAL PLANNING, P.C..

How does Paul Alan Lemon charge for services?

Paul Alan Lemon'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 INTEGRATED FINANCIAL PLANNING, P.C.?

INTEGRATED FINANCIAL PLANNING, P.C. has approximately 3 employees and manages $143M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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