David
Linaugh

Lincoln Investment

CRD#1139334
Investment Advisor
in San Diego, CA
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About this Advisor

David Linaugh is an advisor whose office is in San Diego, California. Currently a registered advisor at Lincoln Investment, Linaugh has an impressive 33 years of professional experience in the financial advisory industry. Linaugh holds a Series 63 license, qualifying them as a securities representative. Linaugh is able to advise investors in California. During their career, the advisor has held roles at David J. Linaugh Cpa, John Hancock Distributors, Inc, John Hancock Mutual Life Insurance Co, Sun Life Of Canada, Capital Analysts, Inc, Miramar College, Lincoln Investment, Pacific Southwest Financial And Insurance Services Inc and Life Settlements. Lincoln Investment is headquartered in San Diego, California, and operates out of 427 locations throughout the United States. In aggregate, Lincoln Investment manages $8 billion in assets throughout 113,080 client accounts and employs more than 1,231 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 1% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Investment can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

33 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

San Diego, CA

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

CA Average: $15,833,994,310
Total Number of Employees

1,279

CA Average: 41
Total Number of Accounts

139,067

CA Average: 3,342
Average Account Size

$64,993

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Linaugh Work History

David has 33 years of experience.

2012 - Present (7 years)

Lincoln Investment

2000 - Present (19 years)

Life Settlements

1997 - Present (22 years)

Capital Analysts, Inc

1997 - Present (22 years)

Pacific Southwest Financial And Insurance Services Inc

1990 - Present (29 years)

Sun Life Of Canada

1986 - Present (33 years)

Miramar College

1985 - Present (34 years)

David J. Linaugh Cpa

1985 - Present (34 years)

John Hancock Distributors, Inc

1985 - Present (34 years)

John Hancock Mutual Life Insurance Co

1985 - Present (34 years)

David J. Linaugh Cpa

Disclosures

David Linaugh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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