David Lebold, financial advisor Boca Raton FL

David Lebold

CRD Number: 2137553
Current Firm: Burgos & Brein Wealth Management

David Lebold (CRD# 2137553) is an Investment Advisor Representative working at Burgos & Brein Wealth Management in Boca Raton, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Crosscountry Mortgage, LLC Delray Beach, FL Apr 2020 - Current 3
Real Mobile Tech Boca Raton, FL Oct 2019 - Current 4
Burgos & Brein Wealth Management, LLC Orlando, FL Apr 2015 - Current 8
Burgos & Brein, LLC Boca Raton, FL Apr 2015 - Current 8
Lebold Financial Group, Inc. Fort Myers, FL Apr 2012 - Current 11
Paramount Residential Mortgage Group Boca Raton, FL May 2015 - Apr 2019 3
Burgos & Brein Consultants Boca Raton, FL Apr 2015 - Apr 2019 4
Tounjian Advisory Group, LLC Boca Raton, FL Mar 2012 - Mar 2019 7
Clean Start Rehab Centers, LLC Lake Worth, FL May 2014 - Dec 2015 1
The Advantage Retirement Group Boca Raton, FL Jan 2012 - Apr 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for David H. Lebold
Phone Number: 866-949-7675
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL

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