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David Allen Lacusky

Global Atlantic Distributors, LLC

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About David Allen Lacusky

David Allen Lacusky is a financial professional with over 20 years of experience in the financial services industry. David is currently registered with Global Atlantic Distributors, LLC in Wayne, Pennsylvania. David has previously worked with ALPS Distributors, Inc. in Denver, Colorado, Forethought Distributors, LLC in Houston, Texas, and Planco Financial Services, LLC in Wayne, Pennsylvania. David is a Series 6, 7, 24, 26, 51, 63, and 65 licensed professional.

Firm Information

David Lacusky is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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David Lacusky’s Registration & Firm History

PA

03/30/2021 - Present

Global Atlantic Distributors, LLC (WAYNE PA)

CO

04/17/2013 - 11/09/2020

ALPS DISTRIBUTORS, INC. (DENVER CO)

TX

12/04/2008 - 03/08/2013

FORETHOUGHT DISTRIBUTORS, LLC (HOUSTON TX)

PA

09/04/1997 - 01/18/2007

PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)

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Licenses & Designations

IA

Issued 11/05/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2023

Series 24 - General Securities Principal Examination

BC

Issued 06/19/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/03/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/12/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Allen Lacusky.
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