Gabriel Macias, financial advisor Stevensville MI

Gabriel Macias

CRD Number: 6297013
Current Firm: Lincoln Investment

Gabriel Macias (CRD# 6297013) is an Investment Advisor Representative working at Lincoln Investment in Stevensville, MI and has over 6 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Lincoln Investment Stevensville, MI Jan 2017 - Current 5
Legend Advisory Corporation Palm Beach Gardens, FL Jul 2017 - Sep 2019 2
Legend Equities Corporation Palm Beach Gardens, FL Nov 2015 - Jan 2017 1
Mwa Financial Services Inc. Rock Island, IL Feb 2014 - Nov 2015 1
Modern Woodmen Of America Rock Island, IL May 2013 - Nov 2015 2
Mpi Research Inc. Mattawan, MI Apr 2008 - Apr 2013 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2015
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Gabriel Macias
Phone Number: 215-887-8111
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    15,287
    MILLIONS
  • Total Number of Accounts
    178,912
    ACCOUNTS
  • Average Account Value
    $85,442
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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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