JL
JL

Joel Edward Lenzini

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)
Firm Size
37 advisors
Number of Clients
6,827 clients
Average Client Portfolio
$582K average
Assets Under Management
$4.0B

Fee Structure

Financial Planning:Included in AUM fee
Loading...

Location

2820 Dallas Parkway, Plano, TX, 75093

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Joel is an independent insurance agent.

Employment History
Current Registrations
Retirement Planners of America
May 2016 - Present · 9 yrs 9 mos
Previous Registrations
Amerivest Investment Management, LLC
June 2007 - May 2016 · 8 yrs 11 mos
TD Ameritrade, INC.
June 2007 - May 2016 · 8 yrs 11 mos
TD Ameritrade, INC.Broker
June 2007 - May 2016 · 8 yrs 11 mos
Edward Jones
March 2007 - May 2007 · 2 mos
Edward JonesBroker
July 2004 - May 2007 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Joel Edward Lenzini - Financial Advisor | TrueAdvisor