David Greenleigh
Advisor at LGG Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
LGG Financial
Location
Bethesda, MD 20814
Credentials
Series 63, Series 65
Industry experience
28 years
About
David Greenleigh is a financial advisor at LGG Financial with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at The Luts & Greenleigh Group, Inc., Wells Fargo Advisors Financial Network, LLC, and Private Client Services. Outside of his advisory role, he serves as Vice-Chairman of Fund Raising for the Trip McNealy Foundation, which hosts events to raise money for military charities. LGG Financial provides wealth management and investment advisory services to individuals, high-net-worth clients, trusts, estates, and retirement plans, using a long-term, discretionary investment approach that incorporates fundamental and technical analysis. The firm employs diversified portfolios and integrates third-party platforms and lending features uncommon in similar advisory teams.
Client services
Based on LGG Financial
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Fee options
0.85% to 1.50% annually, tiered based on factors such as complexity, asset level, use of independent managers, and overall relationship
Fee-only: Wealth management fees ranging from 0.85% to 1.50% annually based on assets under management and other factors; retirement plan advisory fees up to 1.50% annually.
Location
7200 Wisconsin Avenue, Suite 300
Bethesda, MD 20814
Most active in
David G has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas
Work history
Private Client Services
2020 - 2020 (1 year)
The Luts & Greenleigh Group, Inc.
2019 - Present (7 years)
Wells Fargo Advisors
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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