David
Lanham
Loc Investment Advisers
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About this Advisor
David Lanham is a certified financial planner working in Hurricane, West Virginia with a total of 29 years of relevant experience. Lanham is an employee of Loc Investment Advisers. They have spent their entire employment at Loc Investment Advisers. Lanham maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas and West Virginia. Loc Investment Advisers is an advisory company based out of Hurricane, WV. The company has a total of 12 people on staff. It administers $653 million in total assets across its 2,160 customer accounts, placing it among the bigger investment advisory firms in the country by assets under management. The firm provides financial advice to four charities and foundations. Of its 2,160 accounts, 30% are held by high-net-worth individuals who have more than $1 million in assets. Loc Investment Advisers performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees depend on the services provided. Fee types billed by Loc Investment Advisers typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Loc Investment Advisers Brokerage Details
$652,791,733
12
2,160
$302,218
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Lanham Work History
David has been registered as a financial advisor for 29 years.*
Lanham, O'Dell And Company, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lanham to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loc Investment Advisers
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
Hurricane, WV
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.