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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
Years of Experience
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Lincoln Investment Brokerage Details
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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.
Capital Analysts, Inc
Pacific Southwest Financial And Insurance Services Inc
Sun Life Of Canada
David J. Linaugh Cpa
John Hancock Distributors, Inc
John Hancock Mutual Life Insurance Co
David J. Linaugh Cpa
David Linaugh has no disclosures.
Please visit their SEC profile for more details.