Our Qualifications

David Lesnick is a sole practitioner with 27 years of experience providing retirement and estate planning services to a wide variety of clients and businesses. 

Licenses held in good standing:

* FINRA Series 7, General Securities Registered  Representative
* FINRA Series 24, General Securities Registered Principal
* FINRA Series 63,  Uniform Securities Agent State Law Exam
* Life & Variable Agent Arizona Dept. of Insurance #104177
* Life & Variable Agent California Dept. of Insurance #OB13780
* Life & Variable Agent Texas Dept. of Insurance #0010267328

To check license status or registration information call:

Securities and Exchange Commission (SEC) (202) 942-7040

Financial Industry Regulatory Authority, Inc. (FINRA) (800) 289-9999
Arizona Dept. of Insurance (602) 912-8444

California Dept. of Insurance (916) 322-3555

Texas Dept. of Insurance (512) 322-3503

References on request