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Scott Carl Moulton

Lincoln Financial Distributors, Inc.

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About Scott Carl Moulton

Scott Moulton is a financial advisor with over 20 years of experience in the financial services industry. Currently, Scott is registered with Lincoln Financial Distributors, Inc. and works out of their Radnor, Pennsylvania office. Scott has a comprehensive background in the industry, having worked with firms such as Jefferson Pilot Securities Corporation, Fidelity Brokerage Services, Inc. and Affina Brokerage Services, LLC. Scott is also a registered representative with FINRA and holds various licenses, including Series 7, 24, 52TO, 53, and 63.

Firm Information

Scott Moulton 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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Scott Moulton’s Registration & Firm History

PA

01/04/2017 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

NH

09/18/2007 - 01/26/2017

LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)

NY

03/20/2006 - 08/10/2007

AFFINA BROKERAGE SERVICES, LLC (RYE NY)

IN

10/22/1998 - 01/20/2005

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

RI

04/01/1998 - 10/02/1998

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

IA

Issued 06/30/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/14/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/27/2001

Series 53 - Municipal Securities Principal Examination

BC

Issued 11/16/1999

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Carl Moulton.
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