David EstaticoCRD Number: 1132482
Current Firm: Lincoln Financial Advisors Corporation
David Estatico (CRD# 1132482) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in New Alexandria, PA and has over 33 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Trustmont Advisory Group, Inc.
Gierl Augustine Investment Management, Inc.
|Lincoln Financial Advisors Corp.||Canonsburg, PA||Dec 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1983|
|S65||NASAA Investment Advisors Law Examination||Feb 1997|
Total Assets Under Management13,548MILLIONS
Total Number of Accounts52,000ACCOUNTS
Average Account Value$260,535
- 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)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV