Eduardo Deguzman (CRD# 2667490) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Blue Bell, PA and has over 27 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Lincoln Financial Advisors, Inc. | Blue Bell, PA | Mar 2019 - Current | 5 |
Mml Investors Services, LLC | Hockessin, DE | Mar 2017 - Mar 2019 | 2 |
Massachusetts Mutual Life Insurance Company | Hockessin, DE | Jul 2016 - Mar 2019 | 2 |
Metlife Securities Inc. | Montchanin, DE | Jan 2015 - Mar 2017 | 2 |
New England Securities | Pittsburgh, PA | Mar 1997 - Jan 2015 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1996 |
S65 | NASAA Investment Advisors Law Examination | Aug 1996 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
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Total Assets Under Management37,134MILLIONS
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Total Number of Accounts103,063ACCOUNTS
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Average Account Value$360,303
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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