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https://www.glassdoor.com/Reviews/David-Lerner-Associates-Reviews-E307335.htm
Glassdoor has 56 David Lerner Associates reviews submitted anonymously by David Lerner Associates employees. Read employee reviews and ratings on Glassdoor to decide if David Lerner Associates is right for you.1/5(54)
https://www.yelp.com/biz/david-lerner-associates-syosset-2
26 reviews of David Lerner Associates "Full disclosure...I work in Administration at David Lerner Associates, but I am also a client! David Neuwirth has taken the time to teach me the importance of diversification. I don't know much about the…2/5(26)
https://www.glassdoor.com/Reviews/David-Lerner-Associates-Reviews-E307335_P3.htm
Glassdoor has 55 David Lerner Associates reviews submitted anonymously by David Lerner Associates employees. Read employee reviews and ratings on Glassdoor to decide if David Lerner Associates is right for you.2/5(53)
https://www.indeed.com/cmp/David-Lerner-Associates/reviews
David Lerner Associates is a good company. However my Sales skills were not as strong as was expected by the company and the position. This position had …3.4/5(41)
https://www.revdex.com/reviews/david-lerner-associates-inc/1648176
David Lerner Associates Inc. is reviewing the allegations in this complaint # [redacted] and will provide a written response.Please be advised that although this communication is marked as a second request, David Lerner Associates, Inc., Allen Holeman nor any otherperson in the Compliance Department of David Lerner Associates Inc. received this complaint or a communication from the …
https://www.ripoffreport.com/reports/david-lerner-associates/syosset-new-york-11791-9006/david-lerner-associates-investment-advisor-misrepresented-himself-selling-me-an-overconc-687776
Jun 30, 2011 · The problem with David Lerner Associates is not necessarily the security product (Apple REIT), but that their salespeople go around selling it in large volumes to people on fixed income and disability, therefore creating a portfolio that is illiquid and over concentrated, building accounts that are unsuitable for their investment needs.
https://www.bbb.org/us/ny/syosset/profile/investment-security/david-lerner-associates-inc-0121-19871
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are ...
https://www.ripoffreport.com/reports/david-lerner-asociates/teaneck-new-jersey-07666/david-lerner-asociates-dla-david-lerner-david-lerner-associates-scam-teaneck-new-jersey-597262
Jun 30, 2011 · If you are looking to invest in real estate or need to do a 1031 exchange stay far away from David Lerner Associates and especially Stephanie Walcoe, the wife of the executive vice president of the company.She will promise you the rosiest of scenarios with the lowest cost but unfortunately after the documents are signed and the check is cashed you find out it was anything but true.
https://www.davidlerner.com/contact-us
Originally started in 1976, David Lerner Associates is a privately-held securities broker/dealer. From the beginning, the firm has been committed to educating the public about investing opportunities available to …Founder: David Lerner
https://www.davidlerner.com/
At David Lerner Associates, we believe the best way to help you achieve your financial goals is to meet with you face-to-face, either in your home or one of our six offices. We believe you should thoroughly understand and feel comfortable with your investment choices.
https://www.careerbliss.com/david-lerner-associates/reviews/
On average, employees at David Lerner Associates give their company a 2.2 rating out of 5.0 - which is 56% lower than the average rating for all companies on CareerBliss. The happiest David Lerner Associates employees are Investment Counselors submitting an average rating of 2.3.2.2/5(5)
https://www.kununu.com/us/david-lerner-associates
Reviews for David Lerner Associates Reviews - What employees say. 2.17 Employees say 0.00 Applicants say David Lerner Associates, Inc. 17.Sep 2019. Employee Great People! 4.28 4.28 Company Culture 5.00 Support from management 5.00 Teamwork 5.00 …2.2/5(9)
https://www.scambook.com/report/view/183493/David-Lerner-Associates-Complaint-183493-for-$11,000.00
Nov 24, 2014 · Three years ago, I met a representative of David Lerner Associates who sold me a REIT. I invested $9000.00 and specifically told this Rep that I wanted a safe place to put extra savings, but if I needed it, I would have to have it. He stated that the investment was available to me when I needed it and the contract said that I would have to wait three years.
https://www.sonnlaw.com/investigations/david-lerner-associates-america-energy-fund/
Dec 11, 2015 · Sonn Law Group is investigating investment losses related to the Spirit of America Energy Fund (SOAEX). Spirit of America mutual funds are available exclusively at David Lerner Associates, a privately-held securities broker dealer headquartered in Syosset, New York.
https://www.mahanyertl.com/2019/more-bad-news-for-david-lerner-clients-unpriced-securities/
Aug 07, 2019 · David Lerner Associates Current Problems. In 2017, David Lerner Associates was sanctioned and fined by the New Jersey Bureau of Securities for how it sold REITs. The firm was fined $700,000, although $200,000 of the fine was “permanently suspended” because of the company’s cooperation with the state’s investigation.
https://www.yelp.com/biz/david-lerner-associates-syosset-2?start=20
24 reviews of David Lerner Associates "I must say there is a lot of complaints about DL and not getting your money out. If you cannot afford to lock it in then do not invest in it. EX. A 20 or 30 year bond is not the investment for you if you…2/5(24)
https://www.stopbrokerfraud.com/news/david-lerner-associates/
Nov 20, 2017 · According to the firm’s BrokerCheck report, David Lerner Associates has received 20 customer complaints that evolved into arbitration and 21 regulatory sanctions, including a recent FINRA fine. In November 2017 FINRA sanctioned the firm following allegations it “failed to timely file the amendments to Form U4 and Form U5 that the firm submitted to FINRA.”
https://www.nytimes.com/2012/10/23/business/david-lerner-associates-ordered-to-pay-14-million.html
Oct 23, 2012 · The Financial Industry Regulatory Authority said on Monday it had ordered David Lerner Associates to pay about $12 million to customers that bought into a …
https://davidlerner.automatedfinancial.com/secure_login.html
Welcome to David Lerner Associates Client Access Web Site! On November 20th, 2017, David Lerner Associates upgraded your client account portal. To view current account information, balances and activity, please click here. To access historical account statements and …
https://www.indeed.com/cmp/David-Lerner-Associates/reviews?ftopic=jobsecadv
Apr 05, 2019 · David Lerner Associates is a good company. However my Sales skills were not as strong as was expected by the company and the position. This position had a flat salary and basically I worked by commission.3.4/5(41)
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