David Lerner Associates regularly holds financial investment seminars throughout the New York metropolitan area and in Florida. These financial seminars are educational and based on the firm's Sensible Middle Ground of Investing Philosophy.
David Lerner Associates is dedicated to educating clients about the financial opportunities available to them. We offer many investment opportunities, some designed to provide income. Based on our investment model, our seminars teach people a structured way to think about their investments.
There are risks inherent in investing. Past performance is no guarantee of future results.
Certain investments are offered by prospectus. Investors should read the prospectuses carefully and consider the investment objectives, risks, charges, expenses and other information before investing. The prospectuses may be obtained from David Lerner Associates, Inc. by calling 1-800-367-3000. Member FINRA & SIPC.
Topics at the seminar may include Energy Resources 12, L.P. which has a minimum, initial purchase price of approximately $5,000. David Lerner Associates serves as the exclusive dealer-manager for Energy Resources 12, L.P., the entity that is offering this investment. (NJ RESIDENTS ONLY): To qualify, investors must have a liquid net worth of at least $350,000; OR gross income of at least $85,000 and a liquid net worth of at least $100,000. In addition, investors can have no more than 10% of their liquid net worth invested in non-publicly traded direct investment programs, including Energy Resources 12, L.P. (ALL OTHER STATES): To qualify, investors must have either a liquid net worth of at least $150,000; OR gross income of at least $45,000 along with a liquid net worth of at least $45,000.
Member FINRA and SIPC.