Lba Wealth Management, LLC

Lba Wealth Management, LLC (CRD# 113309) is a financial advisory firm headquartered in Jacksonville, FL. They manage $310,902,489 in 809 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $384,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Lba Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David T. Albaneze
CRD#: 708697
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
96
Wealthminder
score

David Albaneze (CRD# 708697) is an Investment Advisor Representative working at Lba Wealth Management, LLC in Jacksonville, FL and has over 36 years of experience in the finance industry.

2
Matthew B. Cochran
CRD#: 5007977
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
93
Wealthminder
score

Matthew Cochran (CRD# 5007977) is an Investment Advisor Representative working at Lba Wealth Management, LLC in Jacksonville, FL and has over 11 years of experience in the finance industry.

3
Kaitlyn E. Pandzik
CRD#: 6302851
501 Riverside Avenue, Suite 800, Jacksonville, FL 32202
90
Wealthminder
score

Kaitlyn Pandzik (CRD# 6302851) is an Investment Advisor Representative working at Lba Wealth Management, LLC in Jacksonville, FL and has 1 year of experience in the finance industry. Kaitlyn Pandzik 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.