| Please click on the following links for information on David Lerner Associates, Inc. disclosures regarding Statement of Financial Condition, Business Continuity Plan, and Order Routing Information. 
Summary of David Lerner Associates, Inc. Business Continuity Plan
Statement of Financial Condition, 12/31/2012 Order Routing Information (SEC Rule 606)
Potential Conflicts of Interest Disclosure, 4/16/2013 The best way to find out about what we do is to make an appointment with one of our investment counselors. Click here to make a reservation for an upcoming seminar in your area. |
