Marc
Mungin

Lincoln Investment

CRD#2482185
Investment Advisor
in Norwalk, CT

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About this Advisor

Marc Mungin is a chartered financial consultant who works out of Norwalk, Connecticut with a total of 6 years of relevant experience. Mungin currently works for Lincoln Investment. Over the course of their career, they have held roles at Legend Equities Corporation, Legend Advisory Corporation and Lincoln Investment. Mungin holds a Series 63 license, designating them as a securities agent, and is registered to serve investors in Connecticut and New York. Lincoln Investment is a registered investment business that has its headquarters in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 financial advisors. It administers $15 billion in assets under management across its 200,217 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 200,217 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets. The company has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules depend on the services offered. Fees charged by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

6 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

Norwalk, CT

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

CT Average: 41
Total Number of Accounts

200,217

CT Average: 3,342
Average Account Size

$76,696

CT 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

Marc Mungin Work History

Marc has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Lincoln Investment

2011 - 2019 (8 years)

Legend Advisory Corporation

1994 - 2017 (23 years)

Legend Equities Corporation

*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 Marc Mungin 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

Peter Perini
Rockville, MD
Mark Ronsini
Woodland Hills, CA
Austin Vander Meer
Royal Oak, MI
Eric Dicken
Greenville, NC
Denise Lacause
Waltham, MA
Susan Bonanno
Fort Washington, PA
Bryan Faller
Blackwood, NJ
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.

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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.

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