Rick Lerner [ChFEBC℠]
7935 E. Prentice Ave., Suite 311
Greenwood Village , CO 80111
Original Certification Date 4/8/2010
Organization: Lerner Financial, LLC
Broker Dealer: Raymond James Financial Services, Inc.
Phone: 303-394-2332 Extension: N/A
States Currently Licensed: CO, AL, CA, IN, KS, MI, MN, NM, OH, OR, PA, WI
CRD #: 1938725
CFP Registration ID#: 52563
Primary Insurance Companies: Multiple companies
Primary Investment Companies: Multiple companies
Services: Pre and post retirement planning, wealth management, comprehensive financial planning.
Additional Information: I am an independent advisor working with an independent Broker Dealer, therefore no proprietary relationship with any vendor or product.