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David Robert Reese

Lincoln International LLC

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About David Robert Reese

David Robert Reese is a registered representative with Lincoln International LLC. David is registered in California, Illinois, New York and Texas. David holds Series 79TO, SIE and Series 63 licenses. David joined Lincoln International LLC on 05/16/2022. David has been in the securities industry since 05/16/2022.

Firm Information

David Reese is currently registered with Lincoln International LLC. Lincoln International LLC is a Limited Liability Company that was formed on March 28, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has also received approval for its registration with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

144

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.

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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David Reese’s Registration & Firm History

NY

05/16/2022 - Present

Lincoln International LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 11/09/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2022

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 04/04/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Robert Reese.
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