AdvisorOS Directory
Claim Profile
Unclaimed Profile
DL

David Wayne Lemons

ALAPOCAS INVESTMENT PARTNERS, INC.·BEVERLY, Massachusetts
Clean recordALAPOCAS INVESTMENT PARTNERS, INC.
50 DUNHAM RIDGE, BEVERLY, MA 01915CRD# 2186961Firm CRD# 300841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Wayne Lemons · BEVERLY, MA
Registration
CRD #2186961 · ALAPOCAS INVESTMENT PARTNERS, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

David Wayne Lemons is a registered financial advisor based in BEVERLY, Massachusetts, affiliated with ALAPOCAS INVESTMENT PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ALAPOCAS INVESTMENT PARTNERS, INC.
ALAPOCAS INVESTMENT PARTNERS, INC.
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ALAPOCAS INVESTMENT PARTNERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2186961
Firm CRD# 300841
View on FINRA BrokerCheck →

Looking for a financial advisor in BEVERLY?

Browse all registered financial advisors in BEVERLY, Massachusetts or claim this profile if it's yours.

Browse BEVERLY AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Wayne Lemons offer?
David Wayne Lemons specializes in Investment Management, Wealth Management. Contact their office in BEVERLY, Massachusetts for a consultation.
What are David Wayne Lemons's credentials?
David Wayne Lemons is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Wayne Lemons located?
David Wayne Lemons is based in BEVERLY, Massachusetts, working with ALAPOCAS INVESTMENT PARTNERS, INC.. Their office serves clients in the BEVERLY metropolitan area and surrounding communities.
How does David Wayne Lemons charge for services?
David Wayne Lemons's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALAPOCAS INVESTMENT PARTNERS, INC.?
ALAPOCAS INVESTMENT PARTNERS, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ALAPOCAS INVESTMENT PARTNERS, INC.

Laura Mok
BEVERLY, MA

More Advisors in BEVERLY, Massachusetts

Richard Snow
EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, MA
Michael B. Cosentino
FAMILY FIDUCIARY SERVICES, INC.·BEVERLY, MA
Chad Lewis Crandell
CAPITAL HOTEL MANAGEMENT, LLC·BEVERLY, MA
Eric Frank Colandrea
EASTERLY INVESTMENT PARTNERS LLC·BEVERLY, MA
Mark Thomas Massey
ALTAROCK PARTNERS, LLC·BEVERLY, MA
Michael Charles Kozak
BLUEDOOR PRIVATE WEALTH, LLC·BEVERLY, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile