Mark Medeiros, financial advisor Warwick RI
89 score

Mark Medeiros

CRD Number: 6235471
Current Firm: Lincoln Investment

Mark Medeiros (CRD# 6235471) is an Investment Advisor Representative working at Lincoln Investment in Warwick, RI and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Wyncote, PA Aug 2015 - Current 1
American Senior Benefits Warwick, RI Apr 2015 - Current 1
Mml Investors Services LLC Warwick, RI Aug 2013 - Apr 2015 1
Massmutual Life Insurance Company Warwick, RI Jul 2013 - Apr 2015 1
University Of Rhode Island Kingston, RI Apr 2010 - Aug 2013 3
Hasbro, Inc. Pawtucket, RI Aug 2006 - Apr 2010 3
Bankers Life And Casualty Insurance Company Farmington, CT Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2013
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Mark E. Medeiros
Phone Number: 215-887-8111
Registered State(s):
  • RI
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
89
Clean Record
This advisor has a clean track record with regulators.

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