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Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Phoenix, AZ

Every SEC-registered investment adviser representative at a Lincoln Investment office in Phoenix, A to Z.

The short answer

5 registered advisors work at Lincoln Investment in Phoenix, out of 829 at the firm nationwide; it ranks number 50 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.

Lincoln Investment advisors in Phoenix, A to Z

Every Lincoln Investment advisor →

Lincoln Investment advisors in every city and state →Lincoln Investment: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lincoln Investment advisors in other cities

Fort Washington, PA 158Marlton, NJ 37Amherst, NY 32Horsham, PA 25Lutz, FL 18Lombard, IL 16Rochester, NY 14Farmington Hills, MI 13Independence, OH 12Cranford, NJ 10Syracuse, NY 10Renton, WA 9Royal Oak, MI 9Shaker Heights, OH 9Sugar Land, TX 9

Other firms in Phoenix

All Phoenix advisors →

Charles Schwab & Co., Inc. 424Schwab Wealth Advisory, Inc. 260Foundations Investment Advisors LLC 127Cetera Investment Advisers LLC 94Merrill Lynch, Pierce, Fenner & Smith Incorporated 94J.P. Morgan Securities LLC 79LPL Financial LLC 65Strategic Advisers LLC 59UBS Financial Services Inc. 52Morgan Stanley 43Edelman Financial Engines 42Brookwood Investment Group 36

Questions

How many financial advisors does Lincoln Investment have in Phoenix?

5 investment adviser representatives are registered at Lincoln Investment offices in Phoenix, Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.

Is Lincoln Investment one of the largest advisor employers in Phoenix?

Lincoln Investment ranks number 50 in Phoenix by registered advisors; Charles Schwab & Co., Inc. has the most, with 424.

How do I check a Lincoln Investment advisor in Phoenix?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lincoln Investment office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.