Dan Edward Klein

First Western Securities, INC.

33 Years of Experience

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Firm Information

First Western Securities, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

31 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$39.9M

Fee Structure

This brochure supplement provides information about Brad S. Lessem that supplements the First Western Securities, Inc. brochure. Please refer to the First Western Securities, Inc. brochure for fee information.

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Areas of Practice

Investment Management

Advisor Information

Office location

669 Airport Freeway #409, Hurst, TX, 76053

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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.

Employment History

Current Registrations

First Western Securities, INC.

July 2019 - Present · 6 yrs 6 mos

First Western Securities, INC. Broker

April 1995 - Present · 30 yrs 9 mos

Previous Registrations

Rauscher Pierce Refsnes, INC.Broker

June 1992 - April 1995 · 2 yrs 10 mos

State Registrations2 states

OKTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.