Wendy MorascoCRD Number: 4531151
Current Firm: Lincoln Financial Advisors Corporation
Wendy Morasco (CRD# 4531151) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Auburn, NY and has over 15 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, Inc.
|Lincoln Financial Advisors Corporation||Auburn, NY||Feb 2018 - Current||< 1|
|N B T Bank||Auburn, NY||Dec 2013 - Current||4|
|Lpl Financial LLC||Auburn, NY||Dec 2013 - Feb 2018||4|
|Cco Investment Services Corp||Fayetteville, NY||Aug 2011 - Dec 2013||2|
|Lpl Financial||Charlotte, NC||Jun 2010 - Aug 2011||1|
|First Niagara Financial Group||Auburn, NY||Mar 2003 - Aug 2011||8|
|Uvest Financial Services Group||Charlotte, NC||Apr 2003 - Jun 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
Total Assets Under Management15,326MILLIONS
Total Number of Accounts55,801ACCOUNTS
Average Account Value$274,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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