Paul Caccomo, financial advisor West Palm Beach FL

Paul Caccomo

CRD Number: 844152
Current Firm: Lincoln Investment

Paul Caccomo (CRD# 844152) is an Investment Advisor Representative working at Lincoln Investment in West Palm Beach, FL and has over 43 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment West Palm Beach, FL Jan 2017 - Current 7
Legend Equities Corporation Palm Beach Gardens, FL Oct 2008 - Jan 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
S65 NASAA Investment Advisors Law Examination Jul 2003
Contact Info for Paul R. Caccomo
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
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)
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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