Unclaimed Profile

David Lytal Fountain

FINANCIAL CONSULTANTS GROUP INC·CUMMING, Georgia

SIE, Series 6, Series 7, Series 63, Series 65CFPClean record27 years registeredFINANCIAL CONSULTANTS GROUP INC

1080 SANDERS ROAD, CUMMING, GA 30041CRD# 2367858Firm CRD# 108062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lytal Fountain · CUMMING, GA

Registration

CRD #2367858 · FINANCIAL CONSULTANTS GROUP INC · 27 years registered

Brand Profile

Not yet started

Career History

FINANCIAL CONSULTANTS GROUP INC

Oct 2017 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Feb 2012 – Nov 2017

CUMMING, GA

METLIFE SECURITIES INC.

Jul 2010 – Feb 2012

ATLANTA, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2009 – Jun 2010

ALPHARETTA, GA

BANC OF AMERICA INVESTMENT SERVICES, INC.

Apr 2008 – Oct 2009

ALPHARETTA, GA

FTB ADVISORS, INC.

Jul 2006 – Mar 2008

ATLANTA, GA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

May 2003 – Jun 2006

JUPITER, FL

AMERICAN FINANCIAL ADVISORS INC

Mar 1999 – Dec 2003

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 12, 1999

Years registered · 27

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL CONSULTANTS GROUP INC

CRD 108062 · SEC 801-123013

AUM

$119M

Regulatory assets under management

Employees

204 client accounts

Services offered by FINANCIAL CONSULTANTS GROUP INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FINANCIAL CONSULTANTS GROUP INC →

Introduction

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Frequently Asked Questions

What services does David Lytal Fountain offer?

David Lytal Fountain specializes in Financial Planning, Investment Management. Contact their office in CUMMING, Georgia for a consultation.

What are David Lytal Fountain's credentials?

David Lytal Fountain holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is David Lytal Fountain located?

David Lytal Fountain is based in CUMMING, Georgia, working with FINANCIAL CONSULTANTS GROUP INC. Their office serves clients in the CUMMING metropolitan area and surrounding communities.

How does David Lytal Fountain charge for services?

David Lytal Fountain's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL CONSULTANTS GROUP INC?

FINANCIAL CONSULTANTS GROUP INC has approximately 4 employees and manages $119M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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