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Brian Eugene Mohney

LINCOLN DOUGLAS INVESTMENTS, LLC·MT VERNON, Ohio
SIE, Series 4, Series 7, Series 14, Series 24, Series 27, Series 52TO, Series 53, Series 63, Series 79, Series 99TO17 years registeredLINCOLN DOUGLAS INVESTMENTS, LLC
135 S MAIN ST, MT VERNON, OH 43050CRD# 2890043Firm CRD# 155578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Eugene Mohney · MT VERNON, OH
Registration
CRD #2890043 · LINCOLN DOUGLAS INVESTMENTS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

SOVEREIGN GLOBAL ADVISORS LLC
Feb 2014present
Mar 2009May 2011
MEMPHIS, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 14
Series 24
Series 27
Series 52TO
Series 53
Series 63
Series 79
Series 99TO
Registration record
First registered · March 23, 2009
Years registered · 17
03

Disclosure History

2005Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

04

Firm Overview

Firm
LINCOLN DOUGLAS INVESTMENTS, LLC
CRD 155578 · SEC 801-72438
AUM
Regulatory assets under management
Employees
1
Total firm employees
Services offered by LINCOLN DOUGLAS INVESTMENTS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Brian Eugene Mohney offer?
Brian Eugene Mohney specializes in Financial Planning, Investment Management. Contact their office in MT VERNON, Ohio for a consultation.
What are Brian Eugene Mohney's credentials?
Brian Eugene Mohney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Eugene Mohney located?
Brian Eugene Mohney is based in MT VERNON, Ohio, working with LINCOLN DOUGLAS INVESTMENTS, LLC. Their office serves clients in the MT VERNON metropolitan area and surrounding communities.
How does Brian Eugene Mohney charge for services?
Brian Eugene Mohney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN DOUGLAS INVESTMENTS, LLC?
LINCOLN DOUGLAS INVESTMENTS, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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