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LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
LEHMAN FINANCIAL RESOURCES
MEDIA, Pennsylvania
·
2 registered advisors
·
CRD# 292523
SEC# 801-113642
0
610-565-2343
01
Firm Overview
AUM
$1.1B
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEHMAN & DERAFELO FINANCIAL RESOURCES LLC
2 registered advisors
Richard David Derafelo
MEDIA, Pennsylvania
CRD# 4553959
Ronald Scott Lehman
MEDIA, Pennsylvania
CRD# 5926626
05
Office Locations
MEDIA, Pennsylvania
2 advisors
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Data sourced from SEC Form ADV filings. LEHMAN & DERAFELO FINANCIAL RESOURCES LLC (CRD# 292523) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.