Lexington Investment Consulting, LLC

Lexington Investment Consulting, LLC (CRD# 127618) is a financial advisory firm headquartered in Daytona Beach, FL. They manage $24,431,617 in 73 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $334,680
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, TN

Financial Advisors at Lexington Investment Consulting, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David N. Jones
CRD#: 2704155
Ormond Beach, FL
93
Wealthminder
score

David Jones (CRD# 2704155) is an Investment Advisor Representative working at Lexington Investment Consulting, LLC in Ormond Beach, FL and has over 15 years of experience in the finance industry.

2
Dale E. Veitch
CRD#: 2412265
Nashville, TN
63
Wealthminder
score

Dale Veitch (CRD# 2412265) is an Investment Advisor Representative working at Lexington Investment Consulting, LLC in Nashville, TN and has over 6 years of experience in the finance industry.

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