Bret Mickel, financial advisor Belleview FL
93 score

Bret Mickel

CRD Number: 3116083
Current Firm: Lincoln Investment

Bret Mickel (CRD# 3116083) is an Investment Advisor Representative working at Lincoln Investment in Belleview, FL and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Inverness, FL Jan 2017 - Current 1
Legend Equities Corporation Palm Beach Gardens, FL Jun 2003 - Current 14
Teachers Sharing Answers Belleview, FL Sep 1998 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Feb 2011
Contact Info for Bret R. Mickel
Phone Number: 215-887-8111
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    6,294
    MILLIONS
  • Total Number of Accounts
    109,798
    ACCOUNTS
  • Average Account Value
    $57,320
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, 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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