Richard Cabeceiras, financial advisor Westport MA
90 score

Richard Cabeceiras

CRD Number: 5931877
Current Firm: Lincoln Investment

Richard Cabeceiras (CRD# 5931877) is an Investment Advisor Representative working at Lincoln Investment in Westport, MA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Planning Alternatives Westport, MA Nov 2014 - Current 2
Lincoln Investment Wyncote, PA Nov 2014 - Current 2
Investors Capital Corporation Fall River, MA Jun 2011 - Oct 2014 3
Fall River Fire Department Fall River, MA Oct 2010 - Jul 2014 3
Us Army Reserve Taunton, MA Dec 2008 - Mar 2014 5
Colonial Wholesale Beverage North Dartmouth, MA Sep 2008 - Aug 2009 < 1
B J's Wholesale Club North Dartmouth, MA Aug 2008 - Dec 2008 < 1
Army National Guard Brockton, MA Apr 2001 - Dec 2008 7
Game Crazy Fall River, MA Jun 2003 - Oct 2008 5
Papa John's Fall River, MA Apr 2008 - Jun 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2012
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Richard Cabeceiras
Phone Number: 215-887-8111
Registered State(s):
  • CA
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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