Stephen Avery, financial advisor Rumford ME
93 score

Stephen Avery

CRD Number: 1102861
Current Firm: Lincoln Financial Securities Corporation

Stephen Avery (CRD# 1102861) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Rumford, ME and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Rumford, ME Jul 2008 - Current 8
Lennox Capital Management, LLC Rumford, ME Apr 1999 - Current 17
Jefferson Pilot Securities Corporation Concord, NH Oct 1989 - Jun 2008 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Stephen D. Avery
Phone Number: 800-258-3648
Registered State(s):
  • ME
  • NH
  • MA
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
93
Clean Record
This advisor has a clean track record with regulators.

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