Unclaimed Profile

David Wayne Lemons

ALAPOCAS INVESTMENT PARTNERS, INC.·BEVERLY, Massachusetts

Series 7, Series 63, Series 65Clean record19 years registeredALAPOCAS 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. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALAPOCAS INVESTMENT PARTNERS, INC.

ALAPOCAS INVESTMENT PARTNERS, INC.

Mar 2019 – Sep 2024

BEVERLY, MA

EAST COAST ASSET MANAGEMENT, LLC

May 2013 – Apr 2019

ESSEX, MA

KNOTT ASSET MANAGEMENT, LLC

Sep 2006 – May 2013

SOUTH HAMILTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 20, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALAPOCAS INVESTMENT PARTNERS, INC.

CRD 300841 · SEC 801-114902

AUM

$193M

Regulatory assets under management

Employees

117 client accounts

Services offered by ALAPOCAS INVESTMENT PARTNERS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ALAPOCAS INVESTMENT PARTNERS, INC. →

Introduction

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Frequently Asked Questions

What services does David Wayne Lemons offer?

David Wayne Lemons specializes in Investment Management, Wealth Management.

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, last registered with ALAPOCAS INVESTMENT PARTNERS, INC..

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.

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