DAVID LEMON, CFP®, AAMS®

Financial Advisor

Managing Director - Investments

Address: 100 E South St , Charlottesville , VA 22902-5215
Call: 434-296-7185 | 800-533-4465 Fax: 434-296-7525
Email: david.lemon@wellsfargoadvisors.com Compose mail in a new window

My Background

My Associate(s): Benjamin Molina, Client Associate ; Ellen (Kay) Marrs, Senior Registered Client Associate - Officer

My Education & Credentials

PIM Portfolio Manager

My Areas of Focus

Education Funding & 529 Plans
Estate Planning Strategies
Insurance
IRAs & IRA Strategies
Retirement Planning

Securities Registered in the following states: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, LA, MA, MD, ME, MN, MO, MS, MT, NC, NE, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
Insurance licensed in the following states: Resident State: VA
DAVID LEMON: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Virginia : Charlottesville Branch