Michael Dalleo (CRD# 1396548) is an Investment Advisor Representative working at Lincoln Investment in South Berwick, ME and has over 38 years of experience in the finance industry.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | South Berwick, ME | Jan 2017 - Current | 7 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Jul 2012 - Jan 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
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