Don AdwellCRD Number: 5962234
Current Firm: Lincoln Investment
Don Adwell (CRD# 5962234) is an Investment Advisor Representative working at Lincoln Investment in Lutz, FL and has over 5 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Lincoln Investment Planning, Inc.||Lutz, FL||Jan 2012 - Current||6|
|Lincoln Investment Planning, Inc.||Lutz, FL||Jul 2011 - Current||6|
|City Of Tampa, Tampa Fire Rescue||Tampa, FL||Nov 1987 - Current||30|
|Tampa Fire Rescue||Tampa, FL||Nov 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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, 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