Daniel Lehman
Daniel Lehman is a registered investment advisor at Trustmont Advisory Group, INC., based in Williamsport, PA, with 38 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B 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% |
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 Registrations2 states
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