Nathan LenzCRD Number: 5355530
Current Firm: Raymond James Financial Services Advisors, Inc.
Nathan Lenz (CRD# 5355530) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Raymond James Financial Services Advisors Inc.||St. Petersburg, FL||Dec 2013 - Current||4|
|Raymond James Financial Services||St. Petersburg, FL||Jun 2012 - Current||5|
|Raymond James And Associates||St Petersburg, FL||Jun 2011 - May 2012||< 1|
|Columbia University||New York, NY||Aug 2010 - May 2011||< 1|
|Credit Suisse||New York, NY||Jun 2010 - Aug 2010||< 1|
|H.d. Vest Advisory Services, Inc.||St. Petersburg, FL||Feb 2008 - Mar 2010||2|
|Hd Vest||St Petersburg, FL||Jul 2007 - Mar 2010||2|
|Clearwater Central Catholic||Clearwater, FL||Aug 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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