Brittany
Moran

Lincoln Capital Corporation

CRD#4987748
Investment Advisor
in East Greenwich, RI

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About this Advisor

Brittany Moran is a financial advisor based in East Greenwich, Rhode Island, working with Lincoln Capital Corporation. Brittany has previously held a position at Lincoln Capital Corporation. Brittany has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island and Texas. Currently, Brittany is part of Lincoln Capital Corporation, which operates out of East Greenwich, Rhode Island. The firm has 3 offices and 6 employees. The firm manages assets totaling $349.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Lincoln Capital Corporation includes asset-based and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

620 Main Street Unit #Cu-2
East Greenwich, RI 02818

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Lincoln Capital Corporation Brokerage Details

Total Assets Under Management

$349,926,226

RI Average: $2,813,243,532
Total Number of Employees

6

RI Average: 18
Total Number of Accounts

839

RI Average: 609
Average Account Size

$417,075

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brittany Moran Work History

2011 - Present (14 years)

Lincoln Capital Corporation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brittany Moran 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 Capital Corporation

Alexander Albert
East Greenwich, RI
Brittany Moran
East Greenwich, RI
Sean Mcguirk
East Greenwich, RI

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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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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