Daniel
Mackey

Lincoln Financial Securities Corporation

CRD#1043515
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Daniel Mackey is an advisor in Pittsburgh, Pennsylvania. Currently an advisor with Lincoln Financial Securities Corporation, Mackey has a notable 25 years of work experience in the financial advisory industry. Mackey maintains a Series 63 license, certifying them as a securities representative. Mackey is registered to serve customers based out of Pennsylvania. Mackey has gained experience at Luttner Financial Group and Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is based out of Pittsburgh, Pennsylvania, and has 322 other offices throughout the United States. Overall, Lincoln Financial Securities Corporation oversees $3 billion in assets across 13,186 client accounts and employs more than 1,017 people. The amount of assets the firm manages makes it one of the largest firms in the nation. The firm manages 2,740 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 4% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Financial Securities Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

25 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

300 Mt Lebanon Boulevard Suite 2215
Pittsburgh, PA 15234

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

PA Average: $1,347,246,178
Total Number of Employees

938

PA Average: 46
Total Number of Accounts

14,485

PA Average: 1,775
Average Account Size

$194,726

PA Average: $759,012

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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
  • Other

Daniel Mackey Work History

Daniel has 25 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

1993 - Present (26 years)

Luttner Financial Group

Disclosures

Daniel Mackey has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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