Lincoln E. McRae, IV
Investment Adviser Representative
OFFICE: 630.664.9395

MOBILE: 630.664.9395

FAX: 904.212.2126

Florida, Texas
Jacksonville, FL 32221

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Or By Appointment

Thanks for Visiting this Page. It is my Hope we Meet some day sooner than Later. And When We do, We can Journey This Life together, Better Together! Advising is in the Blood you could say. My Great Grandfather and Grandfather co-ran and operated their Own Financial Advising Practice up until the time my Grandfather sold off his Client base to focus on Taking care of his Bride.

Areas of Focus

Investment Advice and Management

All Account Types ; IRAs, ROTH, Individual, Joint, Trusts, Health Savings Accounts (HSAs), 529 Plans, Simple, SEP, and More

Life Goals Planning and Preparation Help

Comprehensive Financial Planning

Life Insurance Matching and Set Up

401K Management and Advice On Your Existing Plan. YES, Your Existing Plan. Maximize It.

401K and All Other Employer Plan SetUp for You Employers

Estate Planning and Family Dynamic Navigation

Tax Planning

Annuity Selection and Set Up

Health Insurance Set Up and Coverage Implementation

Budget / Spending Plan Set Up, Debt Pay Down and Pay Off

Interests & Community Participation

Fitness, Health, Nutrition, Longevity, Sports, Football, NCAA Football Officiating, God, Church, Family, Sight Seeing, Celebrating, Various Boards (not Boreds), Jacksonville Jaguars, U Maine Black Bears, and Beautiful wife Aurelienne, and sons Lincoln, V, and Isaiah


Helped Lead a Vibrant Mortgage Origination and Delivery Team in a Prior Life that derived Business not from Marketing but almost Exclusively from word of mouth.

Led Financial Ministries as a Member of some Churches I have been a part of


B.S. in Business / Accounting. No. "BS" ala University of Maine

Gained Licenses for Life Insurance, Health Insurance, Annuities, Long Term Care, and Securities.

Completed Lots of Continuing Education and To this Day Remain Current. If not you're Falling Behind.


Royal Fund Management Office

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