Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lucinda? Claim Your ProfileLucinda Peterson is a financial advisor with Bryn Mawr Capital Management, LLC. Lucinda is a CERTIFIED FINANCIAL PLANNER™ professional. Lucinda has over 20 years of experience in the financial services industry. Lucinda is registered with the state of Delaware and has a FINRA registration as a Registered Associate. Lucinda focuses on providing financial planning and portfolio management services to individuals, families, businesses, trusts and foundations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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DE
07/03/2023 - Present
Bryn Mawr Capital Management, LLC (Wilmington DE)
Active
Inactive
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