Allan LernerCRD Number: 307110
Current Firm: Chilton Capital Management LLC
Allan Lerner (CRD# 307110) is an Investment Advisor Representative working at Chilton Capital Management LLC in Houston, TX and has over 39 years of experience in the finance industry.
The Goff Financial Group
Avidian Wealth Solutions, LLC
Nxt:gen Financial Planning
|Robertson Stephens Wealth Management, LLC||Bozeman, MT||Jan 2021 - Current||1|
|Chilton Capital Management Advisors, Inc.||Houston, TX||Jun 2002 - Current||20|
|Collaboration Capital LLC||Houston, TX||Feb 2018 - Jan 2021||2|
|Chilton Capital Management, LLC||Houston, TX||Jun 2002 - Jan 2021||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
|S65||NASAA Investment Advisors Law Examination||Dec 1992|
Total Assets Under Management2,161MILLIONS
Total Number of Accounts1,720ACCOUNTS
Average Account Value$1,256,646
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, FL, IL, KS, KY, LA, MD, MT, NC, NJ, NM, NY, OH, PA, TX, VA, WA
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