Bradley R Lacore
Investment adviser representative at Cogent Private Wealth
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$250.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Cogent Private WealthSep 2022 to now
- PathstoneMay 2022 to Sep 2022
- Eaton Vance Wateroak AdvisorsOct 2020 to May 2022
- Water Oak AdvisorsJun 2013 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cogent Private Wealth
Legal name: Cogent Private Wealth, Inc.
$250.3MAssets managed
110Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6191889
- Firm CRD
- 319092