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Brittany Albert Moran

LINCOLN CAPITAL CORPORATION·EAST GREENWICH, Rhode Island
Series 7, Series 66CFPClean record19 years registeredLINCOLN CAPITAL CORPORATION
620 MAIN STREET, EAST GREENWICH, RI 02818CRD# 4987748Firm CRD# 109922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brittany Albert Moran · EAST GREENWICH, RI
Registration
CRD #4987748 · LINCOLN CAPITAL CORPORATION · 19 years registered
Brand Profile
Not yet started
01

Career History

LINCOLN CAPITAL CORPORATION
Jul 2011 – present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nov 2006 – Jul 2011
WASHINGTON, DC
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · November 10, 2006
Years registered · 19
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LINCOLN CAPITAL CORPORATION
CRD 109922 · SEC 801-38517
AUM
$350M
Regulatory assets under management
Employees
6
839 client accounts
Services offered by LINCOLN CAPITAL CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LINCOLN CAPITAL CORPORATION →
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Frequently Asked Questions

What services does Brittany Albert Moran offer?
Brittany Albert Moran specializes in Financial Planning, Investment Management. Contact their office in EAST GREENWICH, Rhode Island for a consultation.
What are Brittany Albert Moran's credentials?
Brittany Albert Moran holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Brittany Albert Moran located?
Brittany Albert Moran is based in EAST GREENWICH, Rhode Island, working with LINCOLN CAPITAL CORPORATION. Their office serves clients in the EAST GREENWICH metropolitan area and surrounding communities.
How does Brittany Albert Moran charge for services?
Brittany Albert Moran's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN CAPITAL CORPORATION?
LINCOLN CAPITAL CORPORATION has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LINCOLN CAPITAL CORPORATION

Ronald Edward Albert
EAST GREENWICH, RI
Alexander Reed Albert
EAST GREENWICH, RI
Sean Mcguirk
EAST GREENWICH, RI

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