Daniel Mackey, financial advisor Pittsburgh PA
96 score

Daniel Mackey

CRD Number: 1043515
Current Firm: Lincoln Financial Securities Corporation

Daniel Mackey (CRD# 1043515) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Pittsburgh, PA and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Pittsburgh, PA Jul 2008 - Current 8
Luttner Financial Group Pillsbury, PA Mar 1993 - Current 23
Jefferson Pilot Securities Corporation Concord, NH Mar 1999 - Jun 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1982
Contact Info for Daniel A. Mackey
Phone Number: 800-258-3648
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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