David S. LeCompte,  CFP<sup>&reg;</sup> - Financial Advisor

David S. LeCompte, CFP®

RICP®

Financial Planner

Savant Wealth Management

101 25th St N, Ste 100
Birmingham, AL 35203-4308
FINANCIAL ADVISOR'S WEBSITE
(205) 568-2076

General

David LeCompte is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savant Wealth Management in Birmingham, AL and the surrounding communities.

Financial Advisor Experience

I have been advising clients since 2005 and earned my CERTIFIED FINANCIAL PLANNER ™ designation in 2009. I provide personalized guidance and education to help clients through life’s ups and downs. My approach to financial planning helps clients define their goals, understand where they want to go, and build a plan for moving forward.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Retirement Income Certified Professional (RICP)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Insurance, Retirement, Long-term Care

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