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Harold M. Lewellen, CFP

Purshe Kaplan Sterling Investments

Financial Planner in Cincinnati, OH

Address:
8044 Montgomery Rd, Ste 440
Cincinnati, OH 45236
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About Harold M. Lewellen

Harold Lewellen is a financial professional at Purshe Kaplan Sterling Investments located in Cincinnati, Ohio. Harold Lewellen holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Harold Lewellen provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Harold Lewellen
8044 Montgomery Rd, Ste 440
Cincinnati, OH 45236

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Website:

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