Nicholas LenzCRD Number: 7294662
Current Firm: Lpl Financial LLC
Nicholas Lenz (CRD# 7294662) is an Investment Advisor Representative working at Lpl Financial LLC in Stockton, CA and has over 2 years of experience in the finance industry.
Avantax Advisory Services
Valic Financial Advisors, Inc.
|Lpl Financial||Stockton, CA||Nov 2020 - Current||2|
|Bank Of Stockton||Stockton, CA||Sep 2020 - Nov 2020||< 1|
|Cintas Corporation||Stockton, CA||Jun 2018 - Sep 2020||2|
|California State University, Chico||Chico, CA||Aug 2013 - May 2018||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2021|
|S66||NASAA Uniform Combined State Law Examination||Oct 2021|
Total Assets Under Management368,019MILLIONS
Total Number of Accounts1,688,501ACCOUNTS
Average Account Value$217,956
- 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, WY
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