David C Lehmann
Financial advisor at The Family Financial Group · Newton Centre, MA
Last updated 2026-10-10
Claim your profileDavid C Lehmann is a financial advisor at The Family Financial Group in Newton Centre, MA, CRD 5085262. IAPD registration began 2006-11-10.
Registration
- CRD number
- 5085262
- Registration status
- Active
- IAPD registration
- 2006-11-10
- Industry Experience
- 19 years
- Work Experience
- 30 years
- States registered
- MA, MD
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- CFP®
Work history
- 1996-05 to Present · Cooper & Lehmann, LLP · Baltimore, MD
Current employment
- The Family Financial Group · Newton Centre, MA
About
David C Lehmann is a CFP® financial advisor at The Family Financial Group in Newton Centre, MA. The latest record indicates 19 years of industry experience and 30 years of reported work history. Reported roles include Cooper & Lehmann, LLP.
SEC disclosures list additional business and community activities: Mr: Lehmann is a majority owner of a cpa firm- lehmann & company, llc-that is an affiliate of geller & lehman and provides accounting and tax services to clients, some of whom are also clients of geller & lehmann.
Location
775 Commonwealth Avenue, Newton Centre, MA 02459
Official record
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