Daniel Norman Lehman

Trustmont Advisory Group, INC.

38 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningBusiness Owners

Trustmont Advisory Group, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

63 advisors

Number of Clients

3,945 clients

Average Client Portfolio

$285K average

Assets Under Management

$1.1B

Fee Structure

Location

1126 Washington Blvd, Unit D, Williamsport, PA, 17701

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History

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.

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.

September 2004 - Present · 21 yrs 5 mos

Trustmont Financial Group, INC.Broker

July 2004 - Present · 21 yrs 7 mos

Previous Registrations

Hackett Associates, INC.Broker

July 1990 - July 2004 · 14 yrs

First American National Securities, INC.Broker

March 1987 - July 1990 · 3 yrs 4 mos

State Registrations2 states

NYPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.