Wendy Morasco, financial advisor Auburn NY

Wendy Morasco

CRD 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 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Auburn, NY Feb 2018 - Current 6
Lpl Financial LLC Auburn, NY Dec 2013 - Feb 2018 4
N B T Bank Auburn, NY Dec 2013 - Jan 2018 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Wendy S. Morasco
Phone Number: 800-237-3813
Registered State(s):
  • NY
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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