David Lincoln
David Lincoln is a registered investment advisor at Moneco Advisors, based in Fairfield, CT, with 49 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,822 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moneco Advisors charges a percentage of your portfolio annually, up to a maximum of 2.00%. The exact fee is negotiated based on factors like the complexity of your situation, the size of your portfolio, and your financial planning needs. Fees are billed quarterly, either in advance or after the quarter, depending on the custodian. If you use a third-party money manager, their fees will be in addition to Moneco Advisors' fees, but will not exceed 1.00%.
Location
2150 Post Road, Suite 201, Fairfield, CT, 06824
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Regulatory History (1)
Customer Dispute
January 1986Other 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.
Employment History
Current Registrations
Moneco Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Moneco
LPL Financial LLC
Lincoln & Rocco Financial Planners INC
Linsco Financial Group, INC.Broker
Painewebber IncorporatedBroker
Phoenix Equity Planning CorporationBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.