David Lynn Archer
Investment adviser representative at Oneseven
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.7BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Purshe Kaplan Sterling InvestmentsSep 2025 to now
- OnesevenJul 2025 to now
- Mgo One Seven d/b/a Dwt WealthJul 2025 to now
- The Wealth Advisory Group of Dilauro Wracher & ThomasJan 2015 to Feb 2025
- Dilauro Financial Services Inc.Apr 2014 to Jul 2025
- Raymond James Financial Services Advisors IncApr 2014 to Jul 2025
- Raymond James Financial Services IncApr 2014 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Oneseven
Legal name: Mgo One Seven LLC
$7.7BAssets managed
16,335Clients
113Advisers
10 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
- 4476321
- Firm CRD
- 283087