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Scott Accamando

28 Years of Experience
Fort Washington, PA
Broker

Scott Accamando is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 28 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

Fee Structure

Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lincoln Investment
June 2015 - Present · 10 yrs 11 mos
Lincoln InvestmentBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
April 2014 - June 2015 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
April 2014 - June 2015 · 1 yr 2 mos
Cetera Advisor Networks LLCBroker
February 2013 - February 2014 · 1 yr
Mid Atlantic Capital CorporationBroker
August 2011 - January 2013 · 1 yr 5 mos
Securities America, INC.Broker
April 2009 - August 2011 · 2 yrs 4 mos
LPL Financial CorporationBroker
May 2002 - March 2009 · 6 yrs 10 mos
First Union Securities, INC.Broker
April 2000 - April 2002 · 2 yrs
Prudential Securities IncorporatedBroker
July 1998 - December 1999 · 1 yr 5 mos
Dean Witter Reynolds INC.Broker
September 1996 - December 1997 · 1 yr 3 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Scott Accamando - Financial Advisor | TrueAdvisor