David Motley
David Motley is a registered investment advisor at Lincoln Investment, based in Colorado Springs, CO, with 10 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
2020 N Academy Blvd, Suite 264, Colorado Springs, CO, 80909
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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
David is an agent for non-securities insurance products and spends a few hours per week on this activity. He also owns businesses involved in purchasing, rehabbing, and flipping foreclosed and distressed properties, dedicating minimal time to each.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
T. Rowe Price Investment Services, INC.Broker
State Registrations7 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.