David
Lemons
Alapocas Investment Partners, Inc
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About this Advisor
David Lemons is a chartered financial analyst who works in Beverly, Massachusetts with a total of 4 years of industry experience. Lemons is on the advisory team at Alapocas Investment Partners, Inc. Lemons has gained experience at Alapocas Investment Partners, Inc, Knott Asset Management, LLC and East Coast Asset Management, LLC. Lemons maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Massachusetts. Alapocas Investment Partners, Inc is a registered investment business based out of Beverly, MA. It has $135 million in assets under management across its 117 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 117 customer accounts, 42% belong to high-net-worth individuals who have more than $1 million in investable assets. The business offers a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules vary depending on the financial services. However, fees billed by Alapocas Investment Partners, Inc can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Alapocas Investment Partners, Inc Brokerage Details
$135,162,674
3
117
$1,155,237
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Lemons Work History
David has been registered as a financial advisor for 4 years.*
Alapocas Investment Partners, Inc
East Coast Asset Management, LLC
Knott Asset Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Lemons to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alapocas Investment Partners, Inc
Beverly, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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