Daniel Hinchey
Daniel Hinchey is a CFA-designated registered investment advisor at Lincoln Investment, based in Haverhill, MA, with 19 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2 Merrimack St, Suite 505, Haverhill, MA, 01830
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Daniel is a managing member, agent, and attorney at Bespoke Trusts & Estates, LLC, providing financial services and legal counsel. He dedicates about half of his time to creating and implementing estate plans and documents for clients, including estate/probate administration.
Employment History
Current Registrations
Integrity Alliance, LLC.
Integrity Alliance, LLC
Integrity Alliance, LLC.Broker
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
National Financial Services LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations3 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.