Gordon Lacquement (CRD# 3005625) is an Investment Advisor Representative working at Koi Portfolio Management, LLC in Santa Rosa Beach,, FL and has over 26 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Koi Portfolio Management, LLC | Santa Rosa Beach, FL | Sep 2020 - Current | 3 |
| Ubs Financial Services Inc. | Alpharetta, GA | Jul 2005 - Sep 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1998 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1998 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
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Total Assets Under Management51MILLIONS
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Total Number of Accounts86ACCOUNTS
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Average Account Value$587,608
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA
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