Matthew Lenhart (CRD# 7433526) is an Investment Advisor Representative working at Primerica Advisors in Loveland, CO and has over 2 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Connect For Health Colorado | Denver, CO | Apr 2022 - Current | 2 |
| Pfs Investments Inc. | Loveland, CO | Sep 2021 - Current | 2 |
| Primerica Financial Services | Loveland, CO | Mar 2021 - Current | 3 |
| Vertiv | Fort Collins, CO | Aug 2010 - Apr 2022 | 11 |
| Lyft | Loveland, CO | Mar 2017 - Oct 2019 | 2 |
| Uber | Loveland, CO | Jan 2017 - Oct 2019 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2023 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- CO
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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