Jay SabotCRD Number: 6068180
Current Firm: Lincoln Investment
Jay Sabot (CRD# 6068180) is an Investment Advisor Representative working at Lincoln Investment in Naples, FL and has over 5 years of experience in the finance industry.
Riverglades Family Offices, LLC
Independent Financial Partners
Aci Wealth Advisors
|Lincoln Investment Planning, Inc.||Farmington, CT||May 2012 - Current||5|
|American Senior Benefits||Farmington, CT||Oct 2009 - Current||8|
|Oxford It Consulting, Inc.||Cheshire, CT||Aug 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management6,294MILLIONS
Total Number of Accounts109,798ACCOUNTS
Average Account Value$57,320
- 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)
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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