Harry Edward Lenz Jr
Professional Summary
Harry Edward Lenz JR was a registered financial advisor. Harry was a previously registered financial professional and started their career in finance 1966 - 1989. Harry had worked at 10 firms and has passed the Series 63 and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
66 years in the financial services industry
Current & Past Employments
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Current Firm
ADVANCED OPTIONS, A CALIFORNIA LIMITED PARTNERSHIP | COMSTOCK FINANCIAL SERVICES INC. | BARKLEY-LOCKMAN INVESTMENTS INC.
Contact Information
Established
North Carolina since 01/12/1988Firm Type
CorporationFiscal Year End
DecemberDocuments
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Dec 1960Similar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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