Bradley LacoreCRD Number: 6191889
Current Firm: Water Oak Advisors, LLC
Bradley Lacore (CRD# 6191889) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 5 years of experience in the finance industry. Bradley Lacore 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Water Oak Advisors||Winter Park, FL||Mar 2013 - Current||5|
|Unemployed||West Palm Beach, FL||Mar 2012 - Mar 2013||1|
|Biofuels Connect||Lake Mary, FL||Jul 2007 - Mar 2012||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2013|
Total Assets Under Management1,745MILLIONS
Total Number of Accounts1,767ACCOUNTS
Average Account Value$987,678
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, CA, DC, DE, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TX, UT, VA