David Michael Greenleigh
Investment adviser representative at Lgg Financial
8 yearsExperience
2 statesRegistered in
$563.9MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Lgg FinancialOct 2019 to now
- The Luts & Greenleigh Group, Inc.Oct 2019 to now
- Private Client ServicesFeb 2020 to Nov 2020
- Wells Fargo Advisors Financial Network, LLCSep 2012 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Lgg Financial
Legal name: The Luts & Greenleigh Group, Inc.
$563.9MAssets managed
250Clients
2Advisers
7 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
- 2925327
- Firm CRD
- 305002