Walter HackCRD Number: 6223337
Current Firm: Lincoln Investment
Walter Hack (CRD# 6223337) is an Investment Advisor Representative working at Lincoln Investment in Wyncote, PA and has over 2 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Lincoln Investment Planning, Inc.||Wyncote, PA||Jun 2013 - Current||3|
|Pennsylvania Innocence Project||Philadelphia, PA||Mar 2012 - Jun 2013||1|
|New York County Supreme Court||New York, NY||Sep 2011 - Mar 2012||< 1|
|Fordham University School Of Law||New York, NY||Sep 2010 - Sep 2011||1|
|New York State Banking Department||New York, NY||May 2010 - Sep 2010||< 1|
|Fordham University School Of Law||New York, NY||Sep 2009 - May 2010||< 1|
|Bronx County Family Court||Bronx, NY||May 2009 - Sep 2009||< 1|
|Fordham University School Of Law||New York, NY||Sep 2008 - May 2009||< 1|
|Gettysburg College||Gettysburg, PA||Sep 2004 - Sep 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2014|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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