William Mulcahy, financial advisor Waterford CT
93 score

William Mulcahy

CRD Number: 5434555
Current Firm: Lincoln Financial Advisors Corporation

William Mulcahy (CRD# 5434555) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waterford, CT and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Waterford, CT Dec 2007 - Current 9
Aldrich Perkins Cpas Waterford, CT Jan 1990 - Current 26
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2007
Contact Info for William L. Mulcahy
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, 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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