David Lenser (CRD# 5277584) is an Investment Advisor Representative working at Eagle Strategies LLC in College Grove, TN and has over 16 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lens Financial & Insurance Solutions | Roseville, CA | Aug 2020 - Current | 3 |
| New York Life Insurance Company | Roseville, CA | Sep 2012 - Current | 11 |
| Nylife Securities LLC | Roseville, CA | Sep 2012 - Current | 11 |
| Eagle Strategies LLC | Roseville, CA | Sep 2012 - Current | 11 |
| J. Lens Financial & Insurance Services | Roseville, CA | Jun 2013 - Sep 2021 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TN
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
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