David James Lincoln

49 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Moneco Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

36 advisors

Number of Clients

2,822 clients

Average Client Portfolio

$679K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:$10K

Location

2150 Post Road, Suite 201, Fairfield, CT, 06824

Get directions

History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1986

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

David uses David J Lincoln LLC for tax purposes. He also serves as an investment advisor representative under the name Moneco Advisors LLC, spending full-time hours on activities such as financial planning and investment advice. David also engages in non-variable insurance activities, dedicating a few hours per week.