Dale Lehenbauer
Dale Lehenbauer is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, NC, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
201 North Main Street, Monroe, NC, 28079
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2006Customer Dispute
February 2006Customer Dispute
September 1998Other Business Activities
Dale is a member of the Finance/Investment Committee at Benton's Crossroads Baptist Church, dedicating minimal time to overseeing the budget and monitoring spending. Dale is also the sole proprietor of a support company, spending about half of his time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Edward JonesBroker
Ucb Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 states
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.