David LacinskiCRD Number: 3039026
Current Firm: Mid Atlantic Financial Management, Inc.
David Lacinski (CRD# 3039026) is an Investment Advisor Representative working at Mid Atlantic Financial Management, Inc. in Sarver, PA and has over 19 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Nfp Advisor Services, LLC
Staley Capital Advisers Inc.
|Mid Atlantic Financial Management, Inc.||Freeport, PA||Jul 2009 - Current||8|
|Mid Atlantic Capital Corporation||Freeport, PA||Jul 2009 - Current||8|
|Synergy Investment Group||Kannapolis, NC||Sep 2003 - Jun 2009||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1998|
Total Assets Under Management1,765MILLIONS
Total Number of Accounts7,294ACCOUNTS
Average Account Value$241,931
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV