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LD

Lincoln R. Devine

CAMELOT WEALTH MANAGEMENT
Oldsmar, FL 34677
Some features on this profile are disabled
CRD#: 7583282
LD

Professional summary

Lincoln Robert Devine, who also goes by Linc Devine, is a registered financial advisor currently at CAMELOT WEALTH MANAGEMENT, LLC located in Oldsmar, Florida.

Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lincoln has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Linc Devine

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lincoln Robert Devine's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 2, 2022 - Present

CAMELOT WEALTH MANAGEMENT, LLC

Office #1: 435 Lafayette Blvd., Oldsmar, FL 34677
RIA
CRD#: 171275
Oldsmar, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(8/2/2022)
IAR
Texas
(8/29/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/24/2020
Uniform Investment Adviser Law Examination

Current Firm

CW
CAMELOT WEALTH MANAGEMENT, LLC
CAMELOT WEALTH MANAGEMENT, LLC

CRD#: 171275 / SEC#:

Florida
Registered Investment Advisory firm - (8/12/2014 Approved)
Louisiana
Registered Investment Advisory firm - (8/31/2020 Approved)
Texas
Registered Investment Advisory firm - (11/6/2014 Approved)
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Contact information

Main Address
Oldsmar, FL
Mailing Address
Phone number
(813) 510-4910
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts307
AUM (Assets Under Management)$ 66,295,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAMELOT WEALTH MANAGEMENT, LLC

CRD#: 171275Oldsmar, FL 34677

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