Attilio Foschini, financial advisor Fort Washington PA
63 score

Attilio Foschini

CRD Number: 1410327
Current Firm: Lincoln Investment

Attilio Foschini (CRD# 1410327) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Farmington, CT Aug 2010 - Current 6
Great American Advisors, Inc. Farmington, CT Oct 2008 - Current 8
Great American Senior Benefits Farmington, CT Sep 2008 - Current 8
Afs Brokerage, Inc. Greenwood Village, CO Jun 2002 - Sep 2008 6
Bankers Life & Casualty Chicago, IL Jul 1995 - Sep 2008 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Oct 2004
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Attilio A. Foschini
Phone Number: 215-887-8111
Registered State(s):
  • CT
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
63

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