Collin Finegan

Current Employers

Employment History

• 01/2021 → 01/2025
  Lincoln Financial Advisors Corporation
  Fairfield, CA
• 05/2019 → 12/2020
  Lincoln Financial Advisors Corporation
  San Mateo, CA
• 08/2016 → 05/2019
  San Francisco State University - Student Outreach Services
  San Francisco, CA
• 06/2018 → 08/2018
  Bank Of America Merrill Lynch
  San Francisco, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fairfield, CA

Previous Registrations

• 2021-01-04 → 2025-01-24
  Osaic Fa, Inc.
  Fairfield, CA
  San Mateo, CA

Other Businesses

1) COLLIN FINEGAN ADDRESS: 2420 MARTIN ROAD, SUITE 390, FAIRFIELD, CA 94534 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 01/04/2021 HOURS PER MONTH: 10 HOURS PER MONTH DURING TRADING HOURS: 10 2) FINEGAN FINANCIAL SERVICES, LLC POSITION: Financial Planner NATURE: This is an LLC S-Corporation solely for the purpose of my Osaic commissions INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 02/13/2025 ADDRESS: 2420 Martin Rd, Suite 390, Fairfield CA 94534, United States DESCRIPTION: I am the owner of Finegan Financial Services, LLC and sole representative. This is an LLC S-Corp in which I ensure any commissions from Osaic Wealth are transferred immediately into this LLC in which I pay myself a reasonable wage on a regular basis over the course of the year while taking any additional distributions as ownership distributions on an as needed basis. Only related business expenses and tax payments from my financial planning services are flowed out of the LLC bank account and any applicable income received from Osaic Wealth are transferred into the LLC Bank account

Exams

• S66 Uniform Combined State Law Examination
  2020-11-07