Sourcing
Firms
People
Sources
KUHLMAN, STEVE, LEE
C
24
IAR CRD 2932993
·
Industry start 2007-08-26
Identity
Legal name
KUHLMAN, STEVE, LEE
schedule a
CRD
2932993
NPN
—
Career
Previous employments
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC.
1997-09-30
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Current branches
LPL FINANCIAL LLC
SHEPHERD FINANCIAL PARTNERS, LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
2007-08-26
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Est. age
41
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Age confidence
—
Est. birth year
1985
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
Yes
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Firm affiliations
1
SHEPHERD FINANCIAL PARTNERS, LLC
IAR · Executive Officer · 2.5% ownership
CRD 169093