David Core, financial advisor Lantana FL
96 score

David Core

CRD Number: 1064086
Current Firm: Lincoln Financial Advisors Corporation

David Core (CRD# 1064086) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Lantana, FL and has over 21 years of experience in the finance industry. David Core has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Deerfield Beach, FL Apr 1985 - Current 31
Pinnacle Financial Services, Inc. Boca Raton, FL Jun 1984 - Current 32
Creative Capital Growth, Inc. Boca Raton, FL Mar 1984 - Current 32
Inercore, Inc. Lantana, FL Oct 2000 - Apr 2012 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1995
Contact Info for David W. Core
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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