Company Information

Get to know David Lerner Associates, Inc.

Founded in 1976 by David Lerner, David Lerner Associates, Inc. is a privately-held securities broker-dealer. The company's mission is to "educate and guide investors in their quest for financial security" through a philosophy of "sensible investing." It is known for its investment seminars and for specializing in products such as municipal bonds, real estate investment trusts (REITs), and mutual funds, primarily serving individual investors in the United States.

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Stock BrokerPRIMARY
Financial Other Service

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David Lerner Associates, Inc.

United States

Founded in

1975 (51 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

Licenses

--/40

Reviews

--/60

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.