Gary
Cucchi

Lincoln Investment

CRD#4570266
Investment Advisor
in Land O Lakes, FL

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About this Advisor

Gary Cucchi is a financial advisor based in Land O Lakes, Florida, working with Lincoln Investment. Gary has previously held positions at Horace Mann Investors Inc, United Partners Insurance, LLC, Florida Educators Insurance, LLC, and Horace Mann Companies. Gary has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Gary is part of Lincoln Investment, which operates out of Land O Lakes, 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

Series 65, Series 63

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

2660 Stonewood Park Loop
Land O Lakes, FL 34638

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

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

1,297

FL Average: 41
Total Number of Accounts

203,427

FL Average: 3,342
Average Account Size

$84,640

FL 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

Gary Cucchi Work History

2017 - Present (7 years)

United Partners Insurance, LLC

2008 - Present (16 years)

Florida Educators Insurance, LLC

2002 - Present (22 years)

Horace Mann Investors Inc

2002 - Present (22 years)

Horace Mann Companies

Disclosures

Please visit the SEC profile of Gary Cucchi 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

Matthew Phillips
Glendora, CA
Randall Taylor
Shippensburg, PA
Miriam Percy
Broken Arrow, OK
Prabjyot Kaur
Fort Washington, PA
James Horris
Brookeville, MD
Carly Mccarty
Marlton, NJ
Sebastiano Mancarella
Ashburn, VA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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