Gerald LenningCRD Number: 1022745
Current Firm: H.d. Vest Advisory Services, Inc.
Gerald Lenning (CRD# 1022745) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Seal Beach, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Fried Asset Management, Inc.
|Lenning & Co Inc., Cpa's||Seal Beach, CA||Jan 2005 - Current||13|
|H. D. Vest Advisory Services||Seal Beach, CA||Jun 1992 - Current||25|
|H. D. Vest Investment Services||Seal Beach, CA||Oct 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 1999|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY