Michael
Mammini

Lincoln Investment

CRD#1739524
Investment Advisor
in San Diego, CA
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About this Advisor

Michael Mammini is a certified financial planner who lives in San Diego, California. Currently an advisor with Lincoln Investment, Mammini has a notable 21 years of professional experience in the financial advisory industry. Mammini has a Series 63 license, certifying the advisor as a securities representative. Mammini is able to act as a financial advisor based out of California. Over the course of their career, they have held roles at Capital Analysts, Inc and Lincoln Investment. Lincoln Investment is located in San Diego, California, and operates out of 427 additional brick-and-mortar locations in the country. As an advisor firm, Lincoln Investment manages $8 billion in assets throughout 113,080 client accounts and retains more than 1,231 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 52,887 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the investment firm's clients are high-net-worth individuals, meaning they have over $1 million in investable assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

21 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

Yes

Office Location

9750 Miramar Road Suite 300
San Diego, CA 92126

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Lincoln Investment Brokerage Details

Total Assets Under Management

$8,103,763,895

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

1,231

CA Average: 41
Total Number of Accounts

113,080

CA Average: 3,342
Average Account Size

$71,664

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

Michael Mammini Work History

Michael has 21 years of experience.

2012 - Present (7 years)

Lincoln Investment

1997 - Present (22 years)

Capital Analysts, Inc

Disclosures

Michael Mammini has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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