Carolyn Shott, financial advisor Palm Bay FL

Carolyn Shott

CRD Number: 4343376
Current Firm: Lincoln Financial Securities Corporation

Carolyn Shott (CRD# 4343376) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Palm Bay, FL and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Palm Bay, FL Apr 2013 - Current 10
Carolyn J. Shott, Cpa, Inc. Palm Bay, FL Nov 2004 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 1999
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Carolyn J. Shott
Phone Number: 800-237-3813
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
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)
  • Other
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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