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Paul Andrew Lehman

FIRST CITIZENS ASSET MANAGEMENT, INC·COLUMBIA, South Carolina
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1230 MAIN STREET, COLUMBIA, SC 29201CRD# 2444502Firm CRD# 140777
01

About

Paul Andrew Lehman is a registered financial advisor based in COLUMBIA, South Carolina, affiliated with FIRST CITIZENS ASSET MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FIRST CITIZENS ASSET MANAGEMENT, INC
FIRST CITIZENS ASSET MANAGEMENT, INC
AUM
$523M
Regulatory assets under management
Employees
52
Total firm employees
View all advisors at FIRST CITIZENS ASSET MANAGEMENT, INC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2444502
Firm CRD# 140777
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Andrew Lehman offer?
Paul Andrew Lehman specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in COLUMBIA, South Carolina for a consultation.
What are Paul Andrew Lehman's credentials?
Paul Andrew Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Andrew Lehman located?
Paul Andrew Lehman is based in COLUMBIA, South Carolina, working with FIRST CITIZENS ASSET MANAGEMENT, INC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does Paul Andrew Lehman charge for services?
Paul Andrew Lehman'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 FIRST CITIZENS ASSET MANAGEMENT, INC?
FIRST CITIZENS ASSET MANAGEMENT, INC has approximately 52 employees and manages $523M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in COLUMBIA
Jeb Stuart Zoller — DAVINCI FINANCIAL DESIGNS LLCCheryl Rene Holland — ABACUS PLANNING GROUP, INC.Charles Warren Hammer — ABACUS PLANNING GROUP, INC.Fowler William Cary — CCM INVESTMENT ADVISERS, LLCJoy Jones Watkins — ANCHOR INVESTMENT MANAGEMENT, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
GREENVILLE GuideCHARLESTON GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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