Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boyd Lentz is a financial advisor with First Citizens Investor Services, Inc. David has been in the industry since March 2002. David has a long history of working for several financial institutions including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, and Planco Financial Services, LLC. David is registered with the state of North Carolina as a broker-dealer and investment advisor representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
05/18/2017 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
NC
04/04/2012 - 03/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/25/2007 - 03/26/2012
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
CT
09/12/2006 - 10/04/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NC
02/06/2002 - 09/25/2006
WACHOVIA SECURITIES, LLC (STATESVILLE NC)
BOTH
Issued 09/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/12/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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