Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Lincoln Investment office in San Diego, A to Z.
The short answer
3 registered advisors work at Lincoln Investment in San Diego, out of 829 at the firm nationwide; it ranks number 129 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Lincoln Investment advisors in San Diego, A to Z
Every Lincoln Investment advisor →- Colleen K. CallahanChartered Financial Consultant · Also a broker rep
- John M. GergurichAlso a broker rep
- Brian D. HaubenstockChartered Financial Consultant · Also 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 San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Lincoln Investment have in San Diego?
3 investment adviser representatives are registered at Lincoln Investment offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in San Diego?
Lincoln Investment ranks number 129 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Lincoln Investment advisor in San Diego?
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.