Lincoln Hurney (CRD# 7654213) is an Investment Advisor Representative working at Claro Advisors, LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2547890
Ltg Capital LLC
CRD# 2648643
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1257320
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Claro Advisors, LLC | Boston, MA | Jan 2022 - Current | 2 |
| Tufts University | Medford, MA | Sep 2018 - Current | 5 |
| Shawmut Design & Construction | Boston, MA | Jan 2018 - Jul 2018 | < 1 |
| Harvard University | Cambridge, MA | Oct 2015 - Dec 2017 | 2 |
| Umass Boston | Boston, MA | Sep 2014 - Sep 2015 | 1 |
| Scivantage | Boston, MA | Jul 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- MA
-
Total Assets Under Management1,020MILLIONS
-
Total Number of Accounts3,282ACCOUNTS
-
Average Account Value$310,676
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CT, FL, GA, IL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, WA
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