Daniel Lehman
Daniel Lehman is a registered investment advisor at Trustmont Advisory Group, INC., based in Williamsport, PA, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
1126 Washington Blvd, Unit D, Williamsport, PA, 17701
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel occasionally fills in for pulpit ministry, dedicating minimal time to this activity. He also engages in the sale of life insurance and fixed annuities, spending minimal time on this during securities trading hours.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Hackett Associates, INC.Broker
First American National Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jack Heffner, ChFCTrustmont Advisory Group, INC.
- Matthew Edmonds, CFPKintra Wealth, LLC
- Debra Schneider, CFPWells Fargo Advisors
- Curtis Fay, CFPCetera Investment Advisers LLC
- Michael Kolb, CFPKintra Wealth, LLC
- Ashley Miller, ChFCLPL Financial LLC