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Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Arizona

Every SEC-registered investment adviser representative at a Lincoln Investment office in Arizona, by city and A to Z.

The short answer

8 registered advisors work at Lincoln Investment in Arizona, out of 829 nationwide; it's the firm's number 14 state by advisors, and the most are in Phoenix (5). 1 list the CFP designation and 8 are also registered broker representatives.

Lincoln Investment advisors by city in Arizona

Every firm in Arizona →

Phoenix 5Mesa 2Tucson 2

Lincoln Investment advisors in Arizona, A to Z

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

Lincoln Investment in other states

Pennsylvania 365New Jersey 63Florida 62New York 62Ohio 59Illinois 30California 28Michigan 27Texas 26Washington 15Georgia 14Massachusetts 12North Carolina 12Maryland 8Arkansas 5Wisconsin 5Colorado 4Missouri 4Minnesota 3

Questions

How many Lincoln Investment financial advisors are in Arizona?

8 investment adviser representatives are registered at Lincoln Investment offices in Arizona, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 1 list the CFP designation and 8 are also registered as broker representatives.

Where in Arizona does Lincoln Investment have the most advisors?

Phoenix, with 5, then Mesa (2). Lincoln Investment has advisors in 3 cities in Arizona.

How do I check a Lincoln Investment advisor in Arizona?

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.