David Lanham, financial advisor Hurricane WV

David Lanham

CRD Number: 804808
Current Firm: Loc Investment Advisers

David Lanham (CRD# 804808) is an Investment Advisor Representative working at Loc Investment Advisers in Hurricane, WV and has over 41 years of experience in the finance industry. David Lanham has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lanham, O'dell And Company, Inc. Hurricane, WV Sep 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1982
S65 NASAA Investment Advisors Law Examination Apr 1991
Contact Info for David W. Lanham
Phone Number: 304-757-8131
Registered State(s):
  • TX
  • WV
By the Numbers
  • Total Assets Under Management
    708
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $321,931
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, CA, FL, GA, IL, KY, LA, MD, MI, NC, NY, OH, PA, SC, TN, TX, VA, WV

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