David Mark Fletcher
Investment adviser representative at Southeast Asset Advisors, LLC
35 yearsExperience
1 stateRegistered in
$4.2BFirm assets
33 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
35 years in the industry.
- Southeast Asset Advisors, LLCMay 2003 to now
- Lanigan & Associates, P.C.Jan 1991 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Southeast Asset Advisors, LLC
$4.2BAssets managed
334Clients
8Advisers
33 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
- 4645681
- Firm CRD
- 107588