Daniel N. Lehman
Professional summary
Daniel Norman Lehman is a registered financial advisor currently at TRUSTMONT ADVISORY GROUP, INC. located in Williamsport, Pennsylvania and TRUSTMONT FINANCIAL GROUP, INC. located in Williamsport, Pennsylvania.
Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel Norman Lehman's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 28, 2004 - Present
TRUSTMONT ADVISORY GROUP, INC.
Office #1: 1126 Washington Blvd Unit D, Williamsport, PA 17701July 22, 2004 - Present
TRUSTMONT FINANCIAL GROUP, INC.
Office #1: Lehman Financial Services 1126 Washington Blvd, Unit D, Williamsport, PA 17701July 16, 1990 - July 13, 2004
HACKETT ASSOCIATES, INC.
March 16, 1987 - July 3, 1990
PFS INVESTMENTS INC.
Primary Firm SEC Registration
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/10/2008)
(7/22/2004)
(9/28/2004)
Exams
FINRA
Current Firm
TRUSTMONT ADVISORY GROUP, INC.
CRD#: 106015 / SEC#: 801-30694
Contact information
SEC notice filing (27 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,387 |
| AUM (Assets Under Management) | $ 1,126,006,619 |
Red Flags
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