David Dedman, financial advisor Lexington KY

David Dedman

CRD Number: 2392198
Current Firm: Lexington Wealth Management, Inc.

David Dedman (CRD# 2392198) is an Investment Advisor Representative working at Lexington Wealth Management, Inc. in Lexington, KY and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lexington Wealth Management, Inc. D/b/a Pulse Wealth Lexington, KY Dec 2022 - Current 1
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jun 2015 - Dec 2022 7
Cambridge Investment Research, Inc. Fairfield, IA Jun 2015 - Nov 2022 7
Triad Advisors, Inc. Norcross, GA Jun 2002 - Jun 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S65 NASAA Investment Advisors Law Examination Apr 1996
Contact Info for David A. Dedman
Phone Number: (859) 279-1854
Registered State(s):
  • GA
  • KY
  • NE
  • TX
Current Firm Details
Lexington Wealth Management, Inc.
Firm's CRD Number: 322651
By the Numbers
  • Total Assets Under Management
    40
    MILLIONS
  • Total Number of Accounts
    152
    ACCOUNTS
  • Average Account Value
    $260,719
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

GA, KY, NE, TX

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