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Category David Lerner Associates

Did You Purchase Energy 11, Energy 12 Or Spirit of America Energy Fund (SOAEX) Through David Lerner Broker, Glenn Werner

February 11, 2021

Glenn Werner (CRD # 2617985) is a Financial Advisor at David Lerner Associates in Syosset, NY. Glenn Werner has been in the securities industry since 1997 and previously worked at two brokerages that have been expelled from the industry. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), Glenn Werner has…

Did You Purchase Energy 11, Energy 12 Or Spirit of America Energy Fund (SOAEX) Through David Lerner Broker, Michael Norton

February 11, 2021

Michael Norton (CRD # 2617985) is a Financial Advisor at David Lerner Associates in Syosset, NY. Michael Norton has been in the securities industry since 1997 and previously worked at two brokerages that have been expelled from the industry. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), Michael Norton has…

Did You Purchase Energy 11, Energy 12 Or Spirit of America Energy Fund (SOAEX) Through David Lerner Broker, Daniel Lerner

February 11, 2021

Daniel Lerner (CRD # 1255769) is a Financial Advisor at David Lerner Associates in White Plains, NY. Daniel Lerner has been in the securities industry since 1985 and previously worked at Prudential Securities. According to publicly available records released by the Financial Industry Regulatory Authority (FINRA), Daniel Lerner has six customer complaints, including three pending…

Did You Purchase Energy 11, Energy 12 Or Spirit of America Energy Fund (SOAEX) Through David Lerner Broker, Rafael Klein

February 11, 2021

Rafael Klein a/k/a Rafe Klein (CRD # 2865823) is a Financial Advisor at David Lerner Associates in Westport, Connecticut. Rafael Klein a/k/a Rafe Klein has been in the securities industry since 1997 and previously worked at Farina & Associates and Investec Ernst & Co. According to publicly available records released by the Financial Industry Regulatory…

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Main Office - Fort Lauderdale

1250 S. Pine Island Road
Suite 325
Plantation, FL 33324
Phone: (800) 931-8452
(954)-406-1231

Additional Office Locations (by appointment only)
Atlanta

3355 Lenox Road
Suite 7
Atlanta, GA 30326

Indianapolis

13295 N. Illinois St.
Suite 314
Indianapolis, IN 46032

New York City

275 Madison Avenue
Suite 705
New York, NY 10016

Dallas

3102 Maple Ave.
Suite 400
Dallas, TX 75201

Portland

5933 NE Win Sivers Drive
Suite 205
Portland, OR 97220

Denver

7900 E. Union Ave.
Suite 1100
Denver, CO 80237

Naperville

1700 Park Street
Suite 103
Naperville, IL 60563

Seattle

1001 Fourth Ave.
#3200
Seattle, WA 98154