Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Woodland Hills, CA
Every SEC-registered investment adviser representative at a Lincoln Investment office in Woodland Hills, A to Z.
The short answer
9 registered advisors work at Lincoln Investment in Woodland Hills, out of 829 at the firm nationwide; it ranks number 13 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.
Lincoln Investment advisors in Woodland Hills, A to Z
Every Lincoln Investment advisor →- David J. CiambellaAlso a broker rep
- Larry C. ClaytonChartered Financial Consultant · Also a broker rep
- Shane G. CooperAlso a broker rep
- Jeremy S. ForbisCertified Financial Planner · Also a broker rep
- Nicole F. HammickAlso a broker rep
- Michael P. KriechbaumAlso a broker rep
- Richard E. MarekAlso a broker rep
- Loyd H. RawlsAlso a broker rep
- Mark RonsiniAlso 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 Woodland Hills
All Woodland Hills advisors →Morgan Stanley 47Wells Fargo Clearing Services, LLC 39LPL Financial LLC 23Equitable Advisors, LLC 18Merrill Lynch, Pierce, Fenner & Smith Incorporated 17Tamar Securities, LLC 15Charles Schwab & Co., Inc. 14Ameriprise Financial Services, LLC 11Raymond James Financial Services Advisors, Inc. 11Cetera Investment Advisers LLC 10Osaic Wealth, Inc. 10Strategic Advisers LLC 10
Questions
How many financial advisors does Lincoln Investment have in Woodland Hills?
9 investment adviser representatives are registered at Lincoln Investment offices in Woodland Hills, California, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Woodland Hills?
Lincoln Investment ranks number 13 in Woodland Hills by registered advisors; Morgan Stanley has the most, with 47.
How do I check a Lincoln Investment advisor in Woodland Hills?
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.