Bradley Lacore, financial advisor Winter Park FL
92 score

Bradley Lacore

CRD 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 3 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.

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Professional Designations
Company Name Location Dates Years
Water Oak Advisors Winter Park, FL Mar 2013 - Current 3
Unemployed West Palm Beach, FL Mar 2012 - Mar 2013 1
Biofuels Connect Lake Mary, FL Jul 2007 - Mar 2012 4
Dynetech Corp Orlando, FL May 2007 - Jul 2007 < 1
Horizon Marketing Inc. Orlando, FL Aug 2005 - May 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Bradley R. Lacore
Phone Number: 407-567-2956
Firm Website: http://www.wateroak.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,448
    MILLIONS
  • Total Number of Accounts
    1,597
    ACCOUNTS
  • Average Account Value
    $906,512
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AL, CA, DC, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TN, TX, UT, VA

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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