Laura Lincoln, financial advisor Hyannis MA
76 score

Laura Lincoln

CRD Number: 6305274
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Laura Lincoln (CRD# 6305274) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hyannis, MA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Hyannis, MA Oct 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hyannis, MA Feb 2014 - Current 2
Lincoln Floor & Design Inc. Sandwich, MA Feb 2010 - Feb 2014 4
Big Brothers Big Sisters Of Mass Bay Boston, MA Feb 2007 - Feb 2010 3
Brigham & Women's Hospital Boston, MA Feb 2004 - Feb 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2014
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:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Laura Lincoln
Phone Number: 800-637-7455
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
76

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