David C Lehmann

Employer firm

The Family Financial Group CRD 318908

16 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1996 → Present
  Cooper & Lehmann, Llp
  Baltimore, MD

Previous Registrations

• 2006-11-10 → 2020-11-02
  Geller & Lehmann, Llc
  Baltimore, MD

Other Businesses

Mr. Lehmann is a majority owner of a CPA firm- Lehmann & Company, LLC-that is an affiliate of Geller & Lehman and provides accounting and tax services to clients, some of whom are also clients of Geller & Lehmann.

Designations

• Certified Financial Planner