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Larry Lensak

41 Years of Experience
Wayne, NJ
BrokerSells Insurance

Larry Lensak is a registered investment advisor at Cetera Investment Advisers LLC, based in Wayne, NJ, with 41 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Larry owns an income tax preparation business since 1980, and also works as an independent insurance agent selling fixed insurance products since 2003. Both activities take nearly full-time hours each month.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
March 2018 - June 2021 · 3 yrs 3 mos
Voya Financial Advisors, INC.Broker
January 2004 - June 2021 · 17 yrs 5 mos
Locust Street Securities, INC.Broker
August 2003 - January 2004 · 5 mos
Usallianz Securities, INC.Broker
December 2001 - August 2003 · 1 yr 8 mos
Conseco Securities, INC.Broker
August 1998 - December 2001 · 3 yrs 4 mos
Conseco Financial Services, INC.Broker
July 1984 - August 1998 · 14 yrs 1 mo
State Registrations6 states
CAFLNHNJNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Larry Lensak - Financial Advisor | TrueAdvisor