David PensylCRD Number: 7075174
Current Firm: Lincoln Investment
David Pensyl (CRD# 7075174) is an Investment Advisor Representative working at Lincoln Investment in Sewickley, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Avantax Advisory Services
|Lincoln Investment||Wexford, PA||Jun 2019 - Current||3|
|Capstone Logistics, LLC||Pittsburgh, PA||Nov 2013 - Aug 2021||7|
|Citizens Securities, Inc.||Bethel Park, PA||Feb 2019 - Jun 2019||< 1|
|Citizens Bank||Bethel Park, PA||Dec 2018 - Jun 2019||< 1|
|Robert Morris University||Moon Township, PA||Jan 2016 - Dec 2018||2|
|Pittsburgh Technical Institute||Oakdale, PA||Sep 2010 - Oct 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2019|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
Total Assets Under Management17,732MILLIONS
Total Number of Accounts188,491ACCOUNTS
Average Account Value$94,076
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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