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RL

Randal S. Lentz

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CRD#: 1445018
RL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Randal Scot Lentz, who also goes by Randal Scott Lentz, Randal Lentz, Randall Scott Lentz, Randy Scot Lentz, Randy Scott Lentz, Randy Lentz, was a registered financial professional .

Randal is a previously registered financial professional and started their career in finance in 1986. Randal had worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Randal Scott Lentz | Randal Lentz | Randall Scott Lentz | Randy Scot Lentz | Randy Scott Lentz | Randy Lentz

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 15, 1998 - March 31, 2010

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
PORTLAND, OR
Past

May 20, 1998 - June 11, 1998

GUNNALLEN FINANCIAL, INC

BD
CRD#: 17609
Past

February 15, 1991 - June 24, 1998

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 27, 1990 - February 27, 1991

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

February 28, 1986 - December 4, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

February 19, 1986 - March 11, 1986

FSC SECURITIES CORPORATION

BD
CRD#: 7461

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


GF
GUNNALLEN FINANCIAL, INC
GUNNALLEN FINANCIAL, INC | NAPEX FINANCIAL CORPORATION | NAPEX FINANCIAL CORP. | GUNNALLEN WEALTH MANAGEMENT

CRD#: 17609 / SEC#: , 8-35508

BD
Terminated by SEC on 06/11/2010
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Contact information


Main Address
Mailing Address
Phone number
Established
Florida since 01/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GUNNALLEN HOLDINGS, INC.SHAREHOLDER
DANIELS, KEVIN CHRISTIANEVP OF TRADING, CHIEF COMPLIANCE OFFICER2041956
KRAUS, FREDERICK OSCAR JRPRESIDENT, CFO, FINOP1393886

Disclosures


Regulatory Event17
Arbitration13

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GUNNALLEN FINANCIAL, INC

CRD#: 17609

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