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Len K. Furman

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CRD#: 1964317
LF

Professional summary


Len Kenneth Furman was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Len is a previously registered financial professional and started their career in finance in 1992. Prior to being barred, Len had worked at 4 firms, which includes ASSIST INVESTMENT MANAGEMENT COMPANY INC., LOCUST STREET SECURITIES INC., MCC SECURITIES INC., SECURITIES AMERICA INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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

July 30, 1997 - November 14, 1997

ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

BD
CRD#: 34902
LEAWOOD, KS
Past

January 18, 1996 - July 11, 1997

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA
Past

September 16, 1994 - December 19, 1995

MCC SECURITIES, INC.

BD
CRD#: 36286
TAMPA, FL
Past

April 24, 1992 - September 21, 1994

SECURITIES AMERICA, INC.

BD
CRD#: 10205
LAVISTA, NE

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
IAR
Series 65
Date: 4/16/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 5/2/1997
Corporate Securities Limited Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AI
ASSIST INVESTMENT MANAGEMENT COMPANY, INC.
ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 34902 / SEC#: , 8-46447

BD
Terminated by SEC on 06/16/2012
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Contact information


Main Address
Mailing Address
Phone number
Established
Kansas since 07/27/1993
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
PETERSON, PATRICIA ANNEXECUTIVE VICE PRESIDENT & DIRECTOR2432945
PETERSON, ARTHUR CRAIGPRESIDENT, CHAIRMAN, CEO, COO, CFO, CCO, CLO818016
ZIMMERMAN, JEFFREY DOUGLASSECRETARY & DIRECTOR2394245

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


ASSIST INVESTMENT MANAGEMENT COMPANY, INC.

CRD#: 34902

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