David H. Lebold

BURGOS & BREIN WEALTH MANAGEMENT

Boca Raton, FL 33431

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CRD#: 2137553

Professional summary

David Howard Lebold, who also goes by David H Lebold, David Lebold, is a registered financial advisor currently at BURGOS & BREIN WEALTH MANAGEMENT located in Boca Raton, Florida.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. David has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David H Lebold | David Lebold

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BURGOS & BREIN, LLC ORLANDO, FL INSURANCE AGENT 04/2015 APPROXIMATELY 20% OF TIME Real Mobile Tech; INVESTMENT RELATED No; 2255 Glades Rd, Suite 324A, Boca Raton FL 33431; Technology using texting applications for retail; VP of Business Development; 10/2019; Approximate hours a month 80; Approximate hours during trading 40; Finding new retail stores or companies to use our technology

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Howard Lebold's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 24, 2015 - Present

BURGOS & BREIN WEALTH MANAGEMENT

Office #1: 2255 Glades Road Suite 324a, Boca Raton, FL 33431Office #2: 2255 Glades Road Suite 226-a, Boca Raton, FL 33431

RIA

CRD#: 155947

Boca Raton, FL

Past

August 22, 2012 - April 2, 2019

ADVANTAGE RETIREMENT GROUP

RIA

CRD#: 144417

BOCA RATON, FL

Past

June 8, 2009 - November 30, 2009

WORLD GROUP SECURITIES, INC.

CRD#: 114473

ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/24/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/5/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BURGOS & BREIN WEALTH MANAGEMENT

BURGOS & BREIN WEALTH MANAGEMENT | BURGOS & BREIN WEALTH MANAGEMENT, LLC | BURGOS & BREIN WEALTH MANAGEMENT - JOSHUA BREIN

CRD#: 155947 / SEC#:

Florida

Registered Investment Advisory firm - (5/19/2011 Approved)

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Contact information

Main Address

1060 Woodcock Road, Orlando, FL 32803

Mailing Address

1060 Woodcock Road, Orlando, FL 32803

Phone number

(866) 949-7675

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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David H. Lebold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Howard Lebold's CRS (Customer Relationship Summary).

Certified licenses

Experience

BURGOS & BREIN WEALTH MANAGEMENT

ADVANTAGE RETIREMENT GROUP

WORLD GROUP SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/20/2012

Series 63

Date: 3/30/2002

Series 6

Date: 6/5/2009

Current Firm

BURGOS & BREIN WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

BURGOS & BREIN WEALTH MANAGEMENT

TRUST BUT VERIFY

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