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James Patrick McConville

Lincoln Financial Distributors, Inc.

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About James Patrick McConville

James McConville is a financial advisor at Lincoln Financial Distributors, Inc. in Hartford, Connecticut. James holds Series 6 and Series 63 registrations and is a registered representative in Connecticut. He is also qualified to provide investment company products and variable contracts. James has over 7 years of experience in the financial services industry.

Firm Information

James McConville is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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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James McConville’s Registration & Firm History

CT

10/12/2021 - Present

Lincoln Financial Distributors, Inc. (HARTFORD CT)

CO

09/14/2018 - 12/31/2019

THE LEADERS GROUP, INC. (LITTLETON CO)

CT

10/22/2013 - 08/28/2018

LINCOLN FINANCIAL DISTRIBUTORS, INC. (HARTFORD CT)

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Licenses & Designations

BC

Issued 11/12/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for James Patrick McConville.
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