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Daniel Norman Lehman

Trustmont Advisory Group, Inc.

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About Daniel Norman Lehman

Daniel Norman Lehman is a registered representative with Trustmont Advisory Group, Inc. Daniel has been in the securities industry since 1987. Daniel is currently registered with Trustmont Advisory Group, Inc. in Pennsylvania. Daniel is also registered with the state of New York. Daniel has passed the Series 6, Series 26 and SIE exams. Daniel also has an active state registration in Pennsylvania. Daniel has previous experience with Hackett Associates, Inc. and First American National Securities, Inc.

Firm Information

Daniel Lehman is currently registered with Trustmont Advisory Group, Inc.. Trustmont Advisory Group, Inc. is a Pennsylvania-based investment advisory firm with over 50 licensed agents. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisers. The firm manages over $919 million in assets for over 5,000 clients, including high-net-worth individuals and other individuals.
Trustmont Advisory Group, Inc.

SCENIC DRIVE PROFESSIONAL CENTER

GREENSBURG, PA 15601

$919.45M

Assets Under Management

29

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Daniel Lehman’s Registration & Firm History

PA

09/28/2004 - Present

Trustmont Advisory Group, Inc. (WILLIAMSPORT PA)

PA

07/16/1990 - 07/13/2004

HACKETT ASSOCIATES, INC. (WYOMISSING PA)

GA

03/16/1987 - 07/03/1990

FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 02/13/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/1988

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/13/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel Norman Lehman.
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