Boyd D. Lennberg
Professional summary
Boyd Don Lennberg is a registered financial advisor currently at ADVANCED INVESTMENTS located in Englewood, Colorado.
Boyd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Boyd has worked at 10 firms and has passed the Series 63, SIE, Series 7 and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Boyd Don Lennberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 18, 1999 - Present
ADVANCED INVESTMENTS
Office #1: 7887 E Belleview Ave. Ste 1100, Englewood, CO 80111May 22, 2012 - May 28, 2015
LEIGH BALDWIN & CO., LLC
August 15, 2000 - March 27, 2012
OMNIVEST, INC.
March 1, 1994 - August 18, 2000
VOYA FINANCIAL ADVISORS, INC.
May 8, 1990 - March 3, 1994
OMNIVEST, INC.
September 18, 1987 - February 4, 1988
UR FINANCIAL, INC.
February 20, 1986 - October 31, 1988
INVESTORS BROKERAGE SERVICES, INC.
July 24, 1984 - July 3, 1990
WOMEN SECURITIES INTERNATIONAL
January 19, 1984 - July 16, 1984
CONSOLIDATED INVESTMENT SERVICES, INC.
June 22, 1983 - December 14, 1983
BOARDWALK CAPITAL CORPORATION
August 11, 1980 - September 16, 1983
THE VARIABLE ANNUITY MARKETING COMPANY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/18/1999)
Exams
Series 1
Date: 8/2/1980
Registered Representative ExaminationCurrent Firm
ADVANCED INVESTMENTS
CRD#: 112924 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 74,051,568 |
Red Flags
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