Todd DepintoCRD Number: 1541093
Current Firm: Lincoln Financial Securities Corporation
Todd Depinto (CRD# 1541093) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Greensboro, NC and has over 35 years of experience in the finance industry.
Cetera Advisor Networks LLC
Grove Point Advisors, LLC
|Lincoln Financial Securities Corporation||Greensboro, NC||Jul 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 2017|
Total Assets Under Management4,078MILLIONS
Total Number of Accounts16,636ACCOUNTS
Average Account Value$245,157
- 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)
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, VI, VT, WA, WI, WV, WY
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