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Jul 11, 2024 · David Lerner Associates has an employee rating of 3.2 out of 5 stars, based on 63 company reviews on Glassdoor which indicates that most employees have a good working experience there.
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64 David Lerner Associates reviews. A free inside look at company reviews and salaries posted anonymously by employees.
Jun 5, 2024 · June 5, 2024: The CEO and president of David Lerner Associates Inc. is reportedly under investigation by the Financial Industry Regulatory Authority Inc. (FINRA) for allegedly inappropriately selling proprietary energy funds to clients, according to Investment News this week.
62 David Lerner Associates reviews. A free inside look at company reviews and salaries posted anonymously by employees.
Mar 24, 2023 · View customer complaints of David Lerner Associates, Inc., BBB helps resolve disputes with the services or products a business provides.
- 477 Jericho Turnpike, Syosset, 11791-4510, NY
- 5.2B
David Lerner Associates has an average rating of 1.9 from 46 reviews. The rating indicates that most customers are generally dissatisfied. The official website is davidlerner.com. David Lerner Associates is popular for Financial Services, Investing, Insurance, Life Insurance.
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Review Highlights. “ I have had a steady stream of income for a long time and now with apple going public could make a few extra $. ” in 2 reviews. “ I like their municipal bond fund and Income fund through Spirit Of America. ” in 2 reviews.
- 477 Jericho Tpke Syosset, NY 11791
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