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  2. www.davidlerner.comDavid Lerner Associates | The Sensible Middle Ground of ...

    Find an Investment Counselor; David Lerner’s Story; Our Services. Retirement Planning; College & Education Savings; Life Insurance; Annuities; Careers; News; Contact. Contact Us; Find an Investment Counselor; Make an Appointment; Boca Raton, FL; Lawrenceville, NJ; Syosset, NY; Westport, CT; White Plains, NY; My Account

  3. www.davidlerner.com › about-us › about-david-lernerDavid Lerner’s Story - davidlerner.com

    About David Lerner, Founder. In 1975, David Lerner was teaching history and economics at Bayside High School in Queens. A year later he went on to launch David Lerner Associates, a privately-held investment company that from the beginning was dedicated to building and preserving assets for clients. His voice and persona, “Poppy,” have been ...

  4. www.investmentnews.com › regulation-andDavid Lerner's latest proprietary fund snag - InvestmentNews

    Aug 22, 2022 · David Lerner’s latest proprietary fund snag The brokerage firm's in-house energy fund, Energy 11 L.P., reports $45 million in 'unpaid distributions' to investors. August 22, 2022

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  6. en.wikipedia.org › wiki › David_Lerner_AssociatesDavid Lerner Associates - Wikipedia

    350+. Website. www.davidlerner.com. David Lerner Associates (DLA) is a privately held securities broker/dealer firm. The headquarters is in Syosset, New York, and there are branch offices in Westport, CT; Boca Raton, Florida; Teaneck and Lawrenceville, NJ; and White Plains, NY.

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  2. www.schwab.com

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    Great Service Should Not Be A Tradeoff. Know What You Are Paying And Never Overpay. A Full-Service Experience Without The Full-Service Price. Open An Account In 10 Minutes.

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