David LentzCRD Number: 4484782
Current Firm: First Citizens Investor Services, Inc.
David Lentz (CRD# 4484782) is an Investment Advisor Representative working at First Citizens Investor Services, Inc. in Charlotte, NC and has over 16 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|First Citizens Asset Management||Columbia, SC||Mar 2017 - Current||1|
|First Citizens Investor Services||Raleigh, NC||Mar 2017 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Mar 2012 - Mar 2017||5|
|Wells Fargo Advisors LLC||Charlotte, NC||May 2009 - Mar 2012||2|
|Wachovia Securities, LLC||Charlotte, NC||Oct 2007 - May 2009||1|
|Wachovia Securities, Llc-isg||Statesville, NC||May 2003 - May 2009||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management697MILLIONS
Total Number of Accounts2,533ACCOUNTS
Average Account Value$275,168
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, LA, MD, MS, NC, NE, NJ, NY, PA, SC, TN, TX, VA, WA, WV
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