Denise Lacause, financial advisor Waltham MA
90 score

Denise Lacause

CRD Number: 6026294
Current Firm: Lincoln Investment

Denise Lacause (CRD# 6026294) is an Investment Advisor Representative working at Lincoln Investment in Waltham, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Planning Inc. Waltham, MA Nov 2013 - Current 3
Care Taker Natick, MA Jan 2013 - Nov 2013 < 1
Edward Jones St Louis, MO Feb 2012 - Dec 2012 < 1
Student Milford, MA Feb 2011 - Feb 2012 1
Clear Point Funding Marlborough, MA Aug 2009 - Feb 2011 1
Virgin Money Waltham, MA Jun 2008 - Aug 2009 1
Globe Lend Mortgage Nashua, NH Oct 2006 - Aug 2008 1
Hillary's Restaurant Wayland, MA Apr 1999 - Sep 2007 8
Designs By Denise Natick/hudson, MA Jun 1997 - Oct 2006 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Denise Lacause
Phone Number: 215-887-8111
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
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)
  • Market timing services
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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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