Jose Madrigal, financial advisor East Chicago IN
93 score

Jose Madrigal

CRD Number: 3178996
Current Firm: Lincoln Investment

Jose Madrigal (CRD# 3178996) is an Investment Advisor Representative working at Lincoln Investment in East Chicago, IN and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Lombard, IL Feb 2013 - Current 3
Jhfn Sii Rosemont, IL Jun 2011 - Feb 2013 1
Independent Contractor East Chicago, IN Apr 2011 - May 2011 < 1
First Investors Inc. Lombard, IL Jan 2011 - Apr 2011 < 1
Independent Contractor East Chicago, IN Oct 2010 - Dec 2010 < 1
Aig Retirement Advisors, Inc. Peoria Il., IL Jul 2008 - Oct 2010 2
Valic Fin. Advisors Peoria, IL Jul 2008 - Oct 2010 2
Washington Mutual S. Chicago Heights, IL Jun 2006 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination May 2010
Contact Info for Jose L. Madrigal
Phone Number: 215-887-8111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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