Unclaimed Profile

David Lackore

CYNDEO WEALTH PARTNERS, LLC·ST. PETERSBURG, Florida

Clean recordCYNDEO WEALTH PARTNERS, LLC

200 CENTRAL AVENUE, 23RD FLOOR, ST. PETERSBURG, FL 33701CRD# 5174392Firm CRD# 307781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Lackore · ST. PETERSBURG, FL

Registration

CRD #5174392 · CYNDEO WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CYNDEO WEALTH PARTNERS, LLC

CYNDEO WEALTH PARTNERS

AUM

$2.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CYNDEO WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5174392

Firm CRD# 307781

View on FINRA BrokerCheck →

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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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