Lincoln R. Devine

CAMELOT WEALTH MANAGEMENT

Oldsmar, FL 34677

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CRD#: 7583282

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.

Hyperion Solutions Not investment related Tampa, FL Vertical-Transportation Client and implementation management START DATE: 08/2023 40 hours per week (30 during trading hours)

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/24/2020

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	295
AUM (Assets Under Management)	$ 52,500,000

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.

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Lincoln R. Devine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CAMELOT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/24/2020

Current Firm

CAMELOT WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CAMELOT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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