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David Alan Lakis is a financial advisor professional located in Fort Pierce, FL. They specialize in financial advisory. With over 26 years of experience, they bring deep expertise to every client.
David Alan Lakis - Cabot Lodge Securities Llc holds an active professional license (FINRA CRD) for your protection.
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David Alan Lakis operates Cabot Lodge Securities LLC in Fort Pierce, Florida, bringing 26 years of experience in financial advisory services. He holds a FINRA CRD license number 2847909, which identifies him within the financial regulatory framework. With more than two decades in the field, Lakis brings substantial market experience to client relationships and financial planning discussions.
A FINRA CRD (Central Registration Depository) license number indicates that David Alan Lakis is registered with the Financial Industry Regulatory Authority, the primary self-regulatory organization overseeing broker-dealers and investment professionals in the United States. This registration means he operates under FINRA's rules and oversight, which govern conduct, compliance, and client interactions in securities and investment advisory work. The CRD number serves as his official identifier within this regulatory system.