Dagan
Lacorte
L&L Partners Wealth Management, LLC
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About this Advisor
Dagan Lacorte is a financial advisor based in Suffern, New York, working with L&L Partners Wealth Management, LLC. Dagan has previously held positions at L&L Wealth Management Partners, LLC and Purshe Kaplan Sterling Investments. Dagan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Dagan is part of L&L Partners Wealth Management, LLC, which operates out of Suffern, New York. The firm has 2 employees and manages assets totaling $58.5 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at L&L Partners Wealth Management, LLC is asset-based.
Certifications and Registrations
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Fee Structure
Office Location
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L&L Partners Wealth Management, LLC Brokerage Details
$58,498,619
2
155
$377,410
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Dagan Lacorte Work History
L&L Wealth Management Partners, LLC
Purshe Kaplan Sterling Investments
Disclosures
Please visit the SEC profile of Dagan Lacorte 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 L&L Partners Wealth Management, LLC
Suffern, NY
Suffern, NY
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