Michael
Mammini

Lincoln Investment

CRD#1739524
Investment Advisor
in San Diego, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Mammini is a certified financial planner who works out of San Diego, California who has 11 years of relevant experience. Mammini works at Lincoln Investment. Their career trajectory has included roles at Capital Analysts, Inc and Lincoln Investment. Mammini maintains a Series 63 license, qualifying them as a securities agent, and is approved to operate in California. Lincoln Investment is an advisory firm operating out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 people on staff. It has $15 billion in assets under management among its 200,217 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves 36 charitable organizations. Of its 200,217 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Lincoln Investment performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management usually are based on which service is offered. However, fee types charged by Lincoln Investment may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

11 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

Office Location

9750 Miramar Road Suite 300
San Diego, CA 92126

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

CA Average: 41
Total Number of Accounts

200,217

CA Average: 3,342
Average Account Size

$76,696

CA Average: $4,737,880

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 been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Lincoln Investment

1997 - Present (27 years)

Capital Analysts, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Mammini to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Donald Jereb
Independence, OH
Roger Miller
Independence, OH
Bryan Alsbury
Renton, WA
Jose Madrigal
Lombard, IL
Thomas Riley
Schaumburg, IL
Terri Trotta
Fairport, NY
John Laurito
Fort Washington, PA
Lisagrace Alsbury
Renton, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started