Laura Lincoln
Professional summary
Laura Lincoln, CFP®, who also goes by Laura Mary Whitfield, is a registered financial advisor currently at DATUM WEALTH MANAGEMENT located in Warwick, Rhode Island.
Laura is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Laura has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Laura Lincoln's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
September 16, 2026 - Present
DATUM WEALTH MANAGEMENT
Office #1: 475 Kilvert Street Building A, Suite 320, Warwick, RI 02886June 30, 2014 - April 8, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 17, 2014 - April 8, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/16/2026)
Exams
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Current Firm
DATUM WEALTH MANAGEMENT
CRD#: 342854 / SEC#:
Contact information
Red Flags
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