Unclaimed Profile

Anne Therese Lezotte

PATRICK FINANCIAL GROUP, L.L.C.·BRIGHTON, Michigan

Clean recordPATRICK FINANCIAL GROUP, L.L.C.

MILLPOND PARKE OFFICE BUILDING, BRIGHTON, MI 48116CRD# 5071528Firm CRD# 124610

Profile Verification

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

Identity

Anne Therese Lezotte · BRIGHTON, MI

Registration

CRD #5071528 · PATRICK FINANCIAL GROUP, L.L.C.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Anne Therese Lezotte is a registered financial advisor based in BRIGHTON, Michigan, affiliated with PATRICK FINANCIAL GROUP, L.L.C.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

PATRICK FINANCIAL GROUP, L.L.C.

PATRICK FINANCIAL GROUP LLC.

AUM

$132M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PATRICK FINANCIAL GROUP, L.L.C. →

Services

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5071528

Firm CRD# 124610

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anne Therese Lezotte offer?

Anne Therese Lezotte specializes in Investment Management, Fee-Only Advisory. Contact their office in BRIGHTON, Michigan for a consultation.

What are Anne Therese Lezotte's credentials?

Anne Therese Lezotte is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Anne Therese Lezotte located?

Anne Therese Lezotte is based in BRIGHTON, Michigan, working with PATRICK FINANCIAL GROUP, L.L.C.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.

How does Anne Therese Lezotte charge for services?

Anne Therese Lezotte's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PATRICK FINANCIAL GROUP, L.L.C.?

PATRICK FINANCIAL GROUP, L.L.C. has approximately 2 employees and manages $132M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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