Francisco AcevedoCRD Number: 5921051
Current Firm: Lincoln Financial Advisors Corporation
Francisco Acevedo (CRD# 5921051) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Philadelphia, PA and has over 11 years of experience in the finance industry.
Lpl Financial LLC
Raymond James Financial Services Advisors, Inc.
Oppenheimer & Company Inc.
|Lincoln Financial Advisors, Inc.||Philadelphia, PA||Aug 2019 - Current||3|
|Lincoln Financial Securities, Inc.||Philadelphia, PA||Aug 2019 - Current||3|
|Robustwealth, Inc.||Lambertville, NJ||Nov 2018 - Aug 2019||< 1|
|Brinker Capital||Berwyn, PA||Apr 2014 - Nov 2018||4|
|Bank Of America, N.a.||Pennington, NJ||Dec 2013 - Apr 2014||< 1|
|Unemployed||Philadelphia, PA||Oct 2013 - Dec 2013||< 1|
|Morgan Stanley||Mount Laurel, NJ||Aug 2010 - Oct 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- 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, 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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