David LenserCRD Number: 5277584
Current Firm: Eagle Strategies LLC
David Lenser (CRD# 5277584) is an Investment Advisor Representative working at Eagle Strategies LLC in Roseville, CA and has over 9 years of experience in the finance industry.
Clarion Advisors Inc.
Wells Fargo Advisors, LLC
Adams Ashby Financial Advisors
|J. Lens Financial & Insurance Services||Roseville, CA||Jun 2013 - Current||3|
|New York Life Insurance Company||Roseville, CA||Sep 2012 - Current||4|
|Nylife Securities LLC||Roseville, CA||Sep 2012 - Current||4|
|Eagle Strategies LLC||Roseville, CA||Sep 2012 - Current||4|
|Edward Jones||St Louis, MO||Jul 2007 - Aug 2012||5|
|Unemployed||Fair Oaks, CA||Jun 2007 - Jun 2007||< 1|
|Saint Mary's College Of California||Moraga, CA||Aug 2006 - May 2007||< 1|
|Saint Mary's Collge Athletic Camps||Moraga, CA||Jun 2006 - Aug 2006||< 1|
|Community Youth Center||Concord, CA||Jun 2006 - Aug 2006||< 1|
|Saint Mary's College Soccer Camps||Moraga, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management5,154MILLIONS
Total Number of Accounts29,837ACCOUNTS
Average Account Value$172,747
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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