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.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6480437
Equitable Advisors, LLC
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 |
- FL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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