Thomas LenzeCRD Number: 306717
Current Firm: Fsc Securities Corporation
Thomas Lenze (CRD# 306717) is an Investment Advisor Representative working at Fsc Securities Corporation in Hailey, ID and has over 40 years of experience in the finance industry.
Ubs Financial Services Inc.
Lpl Financial LLC
Robert W. Baird & Company Incorporated
|Fsc Securities Corporation||Hailey, ID||Feb 2020 - Current||2|
|Wells Fargo Clearing Services, LLC||Ketchum, ID||Nov 2016 - Jan 2020||3|
|Wells Fargo Advisors||Ketchum, ID||Sep 2012 - Nov 2016||4|
|Morgan Stanley Smith Barney||Sun Valley, ID||Jun 2009 - Sep 2012||3|
|Morgan Stanley & Company, Inc.||Seattle, WA||Aug 2007 - Sep 2012||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1981|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management12,886MILLIONS
Total Number of Accounts46,551ACCOUNTS
Average Account Value$276,812
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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