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David Wayne Lemons

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

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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