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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
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
Michael Mammini Work History
Michael has 21 years of experience.
Capital Analysts, Inc
Michael Mammini has disclosures.
Please visit their SEC profile for more details.