Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Shelley Lecompte is a financial advisor at Savant Wealth Management. David has been in the industry since 2005. David is registered with the state of Alabama. David has been with Savant Wealth Management since December 2023. Prior to that, David was with LPL Financial, LLC, and Ameriprise Financial Services, Inc. David has a Series 66, SIE, and Series 7. David holds the designation of Certified Financial Planner. David specializes in retirement planning, investment planning, and estate planning. David also has experience in providing financial advice to individuals, families, and businesses. David is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
IL
12/13/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
08/10/2012 - 09/28/2018
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
04/15/2005 - 08/16/2012
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
MN
04/15/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Lecompte is the right advisor for you? Invested Better is here to help.
