Rick Lerner

Richard Lerner [ChFEBC℠]

5600 S Quebec St
#A-110
Greenwood Village, CO 80111

Original Certification Date: 4/8/2010

ChFEBC℠ Number: 04R060LG1

Organization: Lerner Financial, LLC

Broker Dealer: Raymond James Financial Services, Inc.

Phone: 303-394-2332
Cell: 303-915-7283
Fax: 720-259-1406

Email: richard.lerner@raymondjames.com

Website: www.lerner-financial.com

States Currently Licensed: CO, AZ, WA, OR, CA, NV, MT, ID, MI, MO, NY, MD, MI, FL, KS

State Insurance License #: 38872

CRD #: 1938725

CFP #: 52563

Primary Insurance: Variety

Primary Investment: Variety of investment companies

Services: Pre & post retirement planning, wealth mangement

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