Lincoln Maguire
Lincoln Maguire is a registered investment advisor at LPL Financial LLC, based in Glastonbury, CT, with 30 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
180 Glastonbury Blvd, Glastonbury, CT, 06033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Lincoln uses May, Bonee & Company, Inc. as a business entity for tax/investment purposes, but spends no time on it. He also operates under the DBA May, Bonee & Clark Financial Services for his LPL business, dedicating nearly full-time hours. Lincoln also spends minimal time on Risk Strategies for non-variable insurance.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Somerset Wealth Strategies, LLC
Equity Services, INC.Broker
Esi Financial Advisors
Invesmart Advisors INC
Invesmart Securities, LLCBroker
Ha&w Wealth Management, LLC
Cap Pro Brokerage Services, INC.Broker
Allmerica Investments, INC.Broker
Princor Financial Services CorporationBroker
Allmerica Investments, INC.Broker
Mimlic Sales CorporationBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.