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David Lackore

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida
Unclaimed Profile
200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 5174392Firm CRD# 307781
01

About

David Lackore is a registered financial advisor based in ST. PETERSBURG, Florida, affiliated with CYNDEO WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CYNDEO WEALTH PARTNERS, LLC
CYNDEO WEALTH PARTNERS
AUM
$2.0B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CYNDEO WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5174392
Firm CRD# 307781
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Lackore offer?
David Lackore specializes in Financial Planning, Investment Management. Contact their office in ST. PETERSBURG, Florida for a consultation.
What are David Lackore's credentials?
David Lackore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lackore located?
David Lackore is based in ST. PETERSBURG, Florida, working with CYNDEO WEALTH PARTNERS, LLC. Their office serves clients in the ST. PETERSBURG metropolitan area and surrounding communities.
How does David Lackore charge for services?
David Lackore's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CYNDEO WEALTH PARTNERS, LLC?
CYNDEO WEALTH PARTNERS, LLC has approximately 20 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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City Guides
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Research
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