David
Lenser
Eagle Strategies LLC
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About this Advisor
David Lenser is a financial advisor working out of Shelbyville, Tennessee, who has 11 years of relevant experience. Lenser currently works for Eagle Strategies LLC. Throughout their career, they have worked at New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, J. Lens Financial & Insurance Services and Lens Financial & Insurance Solutions. Lenser holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California, Tennessee and Texas. Eagle Strategies LLC is a financial advisory company that has its headquarters in New York, NY. The investment advisory business has offices in 828 locations and a total of 2,392 financial advisors. It has $17 billion in assets between its 87,580 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 175 charitable organizations. Of its 87,580 customer accounts, 17% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Eagle Strategies LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eagle Strategies LLC Brokerage Details
$16,667,263,900
2,392
87,580
$190,309
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Lenser Work History
David has been registered as a financial advisor for 11 years.*
Lens Financial & Insurance Solutions
New York Life Insurance Company
Nylife Securities LLC
Eagle Strategies LLC
J. Lens Financial & Insurance Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lenser to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eagle Strategies LLC
San Mateo, CA
Bayside, NY
San Jose, CA
Fairfax, VA
Thousand Oaks, CA
Overland Park, KS
Matthews, NC
Lincoln, NE
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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