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Lehman Abshire

Advisor at Cetera

Updated today

Location

Crowley, LA 70526

Credentials

Series 66

Industry experience

19 years

About

Lehman Abshire is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, and 1st Global Advisors, among others. Outside of advising, he is involved in several business ventures including serving as president of a residential generator sales company, vice president of an auto and residential glass service, and owner of a CPA practice. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with access to retirement and trust capabilities uncommon among firms of its size.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

103 North Ave F.

Crowley, LA 70526

Most active in

Louisiana

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Investment Services, INC.

2019 - 2025 (6 years)

Avantax Advisory services

2019 - 2025 (6 years)

Avantax Insurance Services, INC.

2008 - 2025 (17 years)

1st Global Advisors, Inc.

2007 - 2019 (12 years)

1st Global Capital Corp.

2006 - 2019 (13 years)

Broussard, Poche, Lewis & Breaud

1978 - Present (48 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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