Lincoln Financial Advisors Corporation

Lincoln Financial Advisors Corporation

Fort Wayne, Indiana

1.8

47 Reviews

Lincoln Financial Advisors Corporation, headquartered in Fort Wayne, IN, is a prominent regional investment advisory firm with a vast network of 427 offices. With a dedicated team of 1,690 employees, including 986 skilled professionals offering investment advisory services, they excel in managing assets with precision and expertise. Their advisors have an impressive average of approximately $18,970,000 in assets under management per investment advisor. The firm's compensation structure encompasses a wide range of options to suit clients' needs, such as a percentage of assets under management, hourly charges, subscription fees, fi...see more

Assets Under Mgmt

$32.6B

Investment Professionals

986

Locations

426

% 401K & Individual

93%

% Discretionary

25%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees
  • Commissions

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other: RETIREMENT PLAN CONSULTING SERVICES PROVIDED ON A LIMITED BASIS.

Other Business Activities

  • Broker-dealer (Registered or unregistered)
  • Insurance broker or agent

Disclosures

  • Do any of the events below involve you or any of your supervised persons?
  • Charged with a felony (10 yrs)
  • Charged with a misdemeanor (10 years)
  • Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
  • Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
  • Orders brought against in connection to investment related activities (10yrs)
  • Had investment related business activity restricted by federal regulatory agency
  • Found to have been involved in a violation of self-regulatory organizations rules
  • Disciplined by self-regulatory organization or commodities exchange

Reviews for Lincoln Financial Advisors Corporation

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