Unclaimed Profile

Paul Alan Lemon

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

Clean recordINTEGRATED 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Alan Lemon is a registered financial advisor based in DURANGO, Colorado, affiliated with INTEGRATED FINANCIAL PLANNING, P.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

INTEGRATED FINANCIAL PLANNING, P.C.

AUM

$143M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2525281

Firm CRD# 113253

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Alan Lemon offer?

Paul Alan Lemon specializes in Financial Planning, Investment Management. Contact their office in DURANGO, Colorado for a consultation.

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, working with INTEGRATED FINANCIAL PLANNING, P.C.. Their office serves clients in the DURANGO metropolitan area and surrounding communities.

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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