David LentzCRD Number: 4394418
Current Firm: Northern Financial Advisors, Inc.
David Lentz (CRD# 4394418) is an Investment Advisor Representative working at Northern Financial Advisors, Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry. David Lentz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Savant Wealth Management
Bernard Wealth Management Corp.
|Northern Financial Advisors, Inc.||Franklin, MI||Jul 2002 - Current||20|
Total Assets Under Management532MILLIONS
Total Number of Accounts1,984ACCOUNTS
Average Account Value$268,165
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, MI, NY, PA, TX
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