Christopher McAnany, financial advisor Wellington FL

Christopher McAnany

CRD Number: 6930341
Current Firm: Lincoln Investment

Christopher McAnany (CRD# 6930341) is an Investment Advisor Representative working at Lincoln Investment in Wellington, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Jul 2021 - Current 2
Capital Analysts Fort Washington, PA Jul 2021 - Current 2
The Prudential Insurance Company Of America West Palm Beach, FL Sep 2020 - Jun 2021 < 1
Pruco Securities, LLC West Palm Beach, FL Sep 2020 - Jun 2021 < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2019 - Sep 2020 1
Northwestern Mutual Investment Services LLC San Antonio, TX Jul 2018 - Sep 2020 2
Northwestern Mutual Life Insurance Company Milwaukee, WI Apr 2018 - Sep 2020 2
Student San Antonio, TX Aug 2001 - Aug 2018 17
Ben's Supermarket San Antonio, TX May 2016 - Aug 2017 1
Acelity San Antonio, TX May 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2018
S65 NASAA Investment Advisors Law Examination Jan 2021
Contact Info for Christopher C. McAnany
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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