Rick Lerner

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

Fax: 720-259-1406

Email: richard.lerner@raymondjames.com

Website: www.lerner-financial.com

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.