Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Glendora, CA
Every SEC-registered investment adviser representative at a Lincoln Investment office in Glendora, A to Z.
The short answer
4 registered advisors work at Lincoln Investment in Glendora, out of 829 at the firm nationwide; it ranks number 3 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.
Lincoln Investment advisors in Glendora, A to Z
Every Lincoln Investment advisor →- Kevin T. KurimotoCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Matthew S. PhillipsCertified Financial Planner · Also a broker rep
- Rene N. RodriguezAlso a broker rep
- Peter M. RouletAlso a broker rep
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 Glendora
All Glendora advisors →K2 Financial Inc. 5Cetera Investment Advisers LLC 4Ameriprise Financial Services, LLC 3McClure Investment Management, LLC 3
Questions
How many financial advisors does Lincoln Investment have in Glendora?
4 investment adviser representatives are registered at Lincoln Investment offices in Glendora, California, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Glendora?
Lincoln Investment ranks number 3 in Glendora by registered advisors; K2 Financial Inc. has the most, with 5.
How do I check a Lincoln Investment advisor in Glendora?
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.