Every year since 1947, the U.S. President pens an economics textbook.
Lemnis Capital
金融服务
Dallas，Texas 4,450 位关注者
Building legacies through investment, retirement, and wealth management strategies.
关于我们
We exist to help empower clients, their families, and our community to pursue their best futures so they may live a life of harmony and build a legacy to last generations. The infinity symbol, known as a “lemniscate” served as the inspiration of our firm. For our clients, it signifies the everlasting impact personalized investment, retirement, and wealth management strategies can have on a family’s legacy. For us, it signifies the infinite amount of positive impact we can have in our clients lives, our families, and within our community while pursuing our best futures. Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Lemnis Capital is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm's Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. 5391301.1 (1/23)(Exp.1/25)
- 网站
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www.BuildALegacy.com
Lemnis Capital的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Dallas，Texas
- 类型
- 合营企业
地点
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主要
获取路线
12377 Merit Dr
Suite 1500
US，Texas，Dallas，75251
Lemnis Capital员工
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Charlie C. Tan
Hon. Strategic Advisor at National Science-Tech; Trade & Economy Special Economic Zone; Fujian-Dongshan
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Joel Cochran
Regional Vice President, CPFA?
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Ryan Wood, CFP?, ChFC?
Founder | President | SVP - Super Powers: Mentor/ Coach/ Leader/ Wealth Builder/ Helping Individuals Pursue Their Best Future
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Greer Kollman
Bridging the Wealth Gap through Financial Literacy
动态
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Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake. #FixedAnnuity
Annuity Comparison
buildalegacy.com
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How many ways can you pay for college? Loans, grants, savings and investments, to name a few. #PayForCollege
Saving for College
buildalegacy.com
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Lemnis Capital was thrilled to sponsor the [Re]Building Fore the Future golf event to support Rebuilding Together North Texas. It was a fantastic event filled with great swings, camaraderie, and a shared passion for the sport. A huge thank you to all the participants, organizers, and volunteers who made this tournament a success. We are proud to support such events that bring our community together and promote healthy, active lifestyles. Here's to more memorable moments on the fairway! ??
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Congratulations to Joel Cochran on his recent promotion! Joel was born and raised in Houston, TX, and has 19 years of leadership experience across multiple industries. He earned his BS in Accounting from the University of Texas at Dallas, setting the foundation for a successful career.?Joining Lemnis Capital, in alliance with Equitable Advisors, in March of 2022, Joel pursued his leadership journey with guidance from Brian Lynch and Ryan Wood out of the Dallas office.?Outside of work, Joel is a dedicated family man. He and his wife, Kristi, have three children: Hudson (15), Beckett (13), and Korbin (8 months). In his free time, Joel loves to travel and explore new destinations with his family. Joel is looking forward to an amazing 2024, helping his team of advisors grow both personally and professionally in pursuit of everyone’s best year ever. Please join us in congratulating Joel on this exciting new chapter in his career!?
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Please help us in welcoming August's class of advisors to Lemnis Capital! Enjoy the moment, help people, and work hard. #buildinglegacies
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Last Friday, we had our semi-annual planning meeting followed by an action packed Olympics Day! We took the time to reflect on our successes over the last 6 months and are looking forward to the last half of the year and all of the opportunities it will bring. Let's continue to build legacies! #buildinglegacies
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Please help us in welcoming this July's class of advisors to Lemnis Capital! And a belated welcome to our mid-June starter, Samantha! Enjoy the moment, help people, and work hard. #buildinglegacies
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Yesterday, our office celebrated an exciting new addition. Our President and Founder, Ryan Wood, CFP?, ChFC?, and his wife, Miranda Wood, revealed the gender of their baby. They will be welcoming their daughter, Ryleigh, in November of this year!
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The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
Choosing a Business Structure