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David Lytal Fountain

Investment adviser representative at Financial Consultants Group Inc
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$188.2MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Financial Consultants Group IncOct 2017 to now
  2. Cambridge Investment Research Advisors, IncFeb 2012 to Oct 2017
  3. Cambridge Investment Research, IncFeb 2012 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999
  • Series 63 · Uniform Securities Agent State Law2005

State registrations

Registered as an investment adviser representative in 4 states (FL, GA, LA, TX).

Financial Consultants Group Inc

$188.2MAssets managed
245Clients
6Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2367858
Firm CRD
108062
Advisor's SEC record (opens in a new tab)
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