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David James Lincoln

Moneco Advisors

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About David James Lincoln

David Lincoln is a financial advisor with over 40 years of experience in the financial services industry. David is registered with Moneco Advisors and has been active in the industry since April 1976. David specializes in financial planning, portfolio management, and retirement planning. David has a strong track record of success and is committed to providing his clients with the highest level of personalized service. David is currently registered with the state of Connecticut and is also registered with FINRA and LPL Financial.

Firm Information

David Lincoln is currently registered with Moneco Advisors. Moneco Advisors is a financial advisory firm headquartered in Fairfield, CT, with a team of over 40 professionals providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, charitable organizations, and pension plans. The firm has approximately $1.5 billion in regulatory assets under management, and it is a participant in wrap fee programs.
Moneco Advisors

2150 POST ROAD, SUITE 201

FAIRFIELD, CT 06824

$1.47B

Assets Under Management

27

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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lpl financial sponsored advisory programs

Lpl financial sponsored advisory programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Lincoln’s Registration & Firm History

CT

08/22/2014 - Present

Moneco Advisors (FAIRFIELD CT)

NA

10/30/1987 - 12/16/1989

LINSCO FINANCIAL GROUP, INC.

NA

03/21/1980 - 09/08/1987

PAINEWEBBER INCORPORATED

NA

02/20/1976 - 05/15/1980

PHOENIX EQUITY PLANNING CORPORATION

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Licenses & Designations

IA

Issued 12/10/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1980

Series 7 - General Securities Representative Examination

BC

Issued 02/21/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David James Lincoln. Review regulatory record here.
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