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||3|
|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