Madalys Rosario, financial advisor Orange Park FL
93 score

Madalys Rosario

CRD Number: 5517108
Current Firm: Lincoln Financial Advisors Corporation

Madalys Rosario (CRD# 5517108) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Orange Park, FL and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Orange Park, FL Nov 2012 - Current 4
Unemployed Orange Park, FL Feb 2012 - Nov 2012 < 1
Suntrust Investment Services, Inc. Atlanta, GA Aug 2011 - Jan 2012 < 1
Usaa Financial Planning Services Tampa, FL Aug 2010 - Aug 2011 1
Usaa Financial Advisors, Inc. Tampa, FL Aug 2010 - Aug 2011 1
Tiaa Cref Charlotte, NC Mar 2010 - Aug 2010 < 1
Full Time Student Matthews, NC Aug 2007 - Aug 2010 3
The Vanguard Group, Inc. Charlotte, NC Apr 2008 - Apr 2009 1
Homemaker Charlotte, NC May 2007 - Mar 2008 < 1
Revgros Trenton, NJ Oct 2000 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Madalys Rosario
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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