Brian Leman's Professional Contact Details

HQ
8884080288
Location
Daly City, California

Brian Leman's Current Company Details

At First Republic, we believe in customized solutions rather than a one size fits all approach. We develop wealth management strategies that address your complete financial picture. First Republic Private Wea...
At First Republic, we believe in customized solutions rather than a one size fits all approach. We develop wealth management strategies that address your complete financial picture. First Republic Private Wealth Management clients work with a single wealth advisor who coordinates a team of banking, investment management, trust and brokerage professionals who work together and with you to best address your unique situation. First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC; First Republic Investment Management Inc., an SEC Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA / SIPC . Insurance agency services are provided through First Republic Securities Company, LLC, Member FINRA/SIPC, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184. INVESTMENT MANAGEMENT SERVICES: First Republic offers objective, individualized wealth management solutions. Our wealth managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.BROKERAGE SERVICES: Our professionals provide full-service and self-directed brokerage services, focused solely on developing strategies that are best for you. Our unique platform provides a full range of brokerage, trading and custody services. TRUST SERVICES: First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to a variety of trust services, managing sensitive matters with expertise, objectivity and thoughtful decision-making. Investment, Insurance and Advisory Products and Services are Not FDIC Insured, Not Guaranteed, and May Lose Value.
investment management services
trust services
brokerage services
financial planning
insurance services
financial services

Brian Leman's Work History and Education

First Republic Private Wealth Management
Financial Planner
2021 - Present
Deloitte
Financial Advisor Intern
2019 - 2019 • 2 months

Frequently Asked Questions about Brian Leman


What company does Brian Leman work for?

Brian Leman works for First Republic Private Wealth Management.

What is Brian Leman's role at First Republic Private Wealth Management?

Brian Leman's role at First Republic Private Wealth Management is Financial Planner.

What is Brian Leman's email address?

Brian Leman's email address is b**@firstrepublic.com.

What is Brian Leman's business email address?

Brian Leman's business email address is b**@firstrepublic.com.

What is Brian Leman's HQ phone number?

Brian Leman's HQ phone number is 8884080288.

What industry does Brian Leman work in?

Brian Leman works in the Financial Services industry.

Who are Brian Leman's colleagues?

Brian Leman's colleagues are Amanda Ricchiuti, Ana Santarina, Andrew Phillips, Brian Chinn and more.
Client Relationship Director
Client Relationship Director
Client Relationship Analyst
Wealth Manager, Managing Director
Senior Managing Director

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