Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gerard Lammert is a financial professional with over 7 years of experience in the industry. He has been registered with First Command Advisory Services since January 2017 and holds the Series 66, Series 24, SIE and Series 7 licenses. David is a Certified Financial Planner and a Chartered Financial Consultant. He has a strong track record of providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. David is also the owner of Live Free Financial Planning LLC.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
08/15/2022 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 12/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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