David William Lamont
Investment adviser representative at Dmk Advisor Group, Inc.
27 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$130.8MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Dmk Advisor Group, Inc.Jan 2026 to now
- UnemployedAug 2024 to Dec 2025
- Silver Oak SecuritiesFeb 2023 to Feb 2024
- Dmk Advisor Group, Inc.Jul 2021 to Dec 2021
- Securities Management and Research, IncJan 2000 to Dec 2019
- American National Insurance CompanyDec 1999 to Jul 2024
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TN).
Dmk Advisor Group, Inc.
$130.8MAssets managed
515Clients
16Advisers
5 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
- 2550451
- Firm CRD
- 41067