David
Lakis
Cl Wealth Management LLC
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About this Advisor
David Lakis is a financial advisor based in Fort Pierce, Florida, working with Cl Wealth Management LLC. David has previously held positions at Harbour Investments, Inc, Lakis Investments Inc, Cl Wealth Management LLC, Sb Advisory, LLC, Packerland Brokerage Services, Ifs Securities (Crd# 40375), and Cabot Lodge Securities, LLC. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida and Wisconsin. Currently, David is part of Cl Wealth Management LLC, which operates out of Fort Pierce, Florida. The firm has 42 offices and 44 employees. The firm manages assets totaling $532.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Cl Wealth Management LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cl Wealth Management LLC Brokerage Details
$532,783,016
44
2,003
$265,993
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
David Lakis Work History
Cl Wealth Management LLC
Cabot Lodge Securities, LLC
Lakis Investments Inc
Sb Advisory, LLC
Ifs Securities (Crd# 40375)
Packerland Brokerage Services
Harbour Investments, Inc
Disclosures
Please visit the SEC profile of David Lakis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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