Frank Lentz (CRD# 306668) is an Investment Advisor Representative working at Managed Wealth Advisors in Neshanic Station, NJ and has over 13 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Managed Wealth Advisors | Neshanic Station, NJ | Jan 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2010 |
- FL
- NJ
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$442,138
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
FL, NJ
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