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Robert Lemmons
from Total Wealth Planning, LLC
Robert Lemmons is a financial advisor based in Ohio, Cincinnati,
with 25 years of experience. Robert currently works for
Total Wealth Planning, LLC.
Robert maintains a S63 license (Uniform Securities Agent State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Robert Lemmons works at Total Wealth Planning, LLC
Total Wealth Planning, LLC is a financial advisory firm based in Cincinnati, Ohio. It currently has approximately $819,527,256 of assets under management and employs about 17 people. Total Wealth Planning, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Years registered
6 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4665 Cornell Rd., Ste. 160, Cincinnati, Ohio, 45241
Advisor can help with
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