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.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
FL
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