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Gordon Richard Lacquement

KOI PORTFOLIO MANAGEMENT, LLC·SANTA ROSA BEACH,, Florida
SIE, Series 7, Series 31, Series 63, Series 6523 years registeredKOI PORTFOLIO MANAGEMENT, LLC
35 SHIPWRECK CIRCLE, SANTA ROSA BEACH,, FL 32459CRD# 3005625Firm CRD# 310421

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gordon Richard Lacquement · SANTA ROSA BEACH,, FL
Registration
CRD #3005625 · KOI PORTFOLIO MANAGEMENT, LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

KOI PORTFOLIO MANAGEMENT, LLC
Oct 2020 – present
UBS FINANCIAL SERVICES INC.
Jul 2005 – Sep 2020
Santa rosa beach, FL
MORGAN STANLEY
Apr 2003 – Jul 2005
ALPHARETTA, GA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 31
Series 63
Series 65
Registration record
First registered · April 7, 2003
Years registered · 23
03

Disclosure History

2004Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
KOI PORTFOLIO MANAGEMENT, LLC
CRD 310421 · SEC 801-119494
AUM
$51M
Regulatory assets under management
Employees
2
73 client accounts
Services offered by KOI PORTFOLIO MANAGEMENT, LLC
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 KOI PORTFOLIO MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Gordon Richard Lacquement offer?
Gordon Richard Lacquement specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SANTA ROSA BEACH,, Florida for a consultation.
What are Gordon Richard Lacquement's credentials?
Gordon Richard Lacquement is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gordon Richard Lacquement located?
Gordon Richard Lacquement is based in SANTA ROSA BEACH,, Florida, working with KOI PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the SANTA ROSA BEACH, metropolitan area and surrounding communities.
How does Gordon Richard Lacquement charge for services?
Gordon Richard Lacquement's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KOI PORTFOLIO MANAGEMENT, LLC?
KOI PORTFOLIO MANAGEMENT, LLC has approximately 2 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
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Research
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