Daniel
Mcavoy
Lincoln Investment
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About this Advisor
Daniel Mcavoy is a financial advisor based in North Palm Beach, Florida, working with Lincoln Investment. Daniel has previously held positions at Angelo Planning Group, Town Of Perinton, Siena College, Fairport Central School District, The Legend Group, Lincoln Investment, and Capital Analysts. Daniel has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Daniel is part of Lincoln Investment, which operates out of North Palm Beach, Florida. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Daniel Mcavoy Work History
Lincoln Investment
Capital Analysts
Angelo Planning Group
The Legend Group
Town Of Perinton
Siena College
Fairport Central School District
Disclosures
Please visit the SEC profile of Daniel Mcavoy 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
Lutz, FL
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Winder, GA
Fort Washington, PA
Brookeville, MD
Broken Arrow, OK
Fort Washington, PA
Chicago, IL
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