Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in California
Every SEC-registered investment adviser representative at a Lincoln Investment office in California, by city and A to Z.
The short answer
30 registered advisors work at Lincoln Investment in California, out of 829 nationwide; it's the firm's number 7 state by advisors, and the most are in Woodland Hills (11). 5 list the CFP designation and 30 are also registered broker representatives.
Lincoln Investment advisors by city in California
Every firm in California →Woodland Hills 11Glendora 4San Diego 3Alameda 1Bakersfield 1Encino 1Irvine 1Lomita 1Oakland 1Soquel 1Vallejo 1Walnut Creek 1Westlake Village 1
Lincoln Investment advisors in California, A to Z
Search by name →- Colleen K. CallahanSan Diego · Chartered Financial Consultant
- David J. CiambellaWoodland Hills
- Larry C. ClaytonWoodland Hills · Chartered Financial Consultant
- Shane G. CooperWoodland Hills
- Courtney L. DemersBakersfield
- Salvador H. Flores-ChatfieldCovina
- Jeremy S. ForbisWoodland Hills · Certified Financial Planner
- John M. GergurichSan Diego
- Abu Z. GofranUpland
- Nicole F. HammickWoodland Hills
- Brian D. HaubenstockSan Diego · Chartered Financial Consultant
- Rachel HowardLomita
- Michael P. JordanSoquel
- Vered JustinEncino
- Michael P. KriechbaumWoodland Hills
- Kevin T. KurimotoGlendora · Certified Financial Planner, Chartered Financial Analyst
- Richard E. MarekWoodland Hills
- Jason J. PerezWestlake Village
- Ronald E. PerezIrvine
- Matthew S. PhillipsGlendora · Certified Financial Planner
- Loyd H. RawlsWoodland Hills
- Hugh B. RobertsThousand Oaks · Certified Financial Planner
- Rene N. RodriguezGlendora
- Mark RonsiniWoodland Hills
- Peter M. RouletGlendora
- Richard P. SchultzVallejo
- Karena I. SchwenkOakland
- Ira J. TweedCarlsbad
- Dianne Y. WoonAlameda · Certified Financial Planner
- Lynda E. ZwackWalnut Creek
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 30Michigan 27Texas 26Washington 15Georgia 14Massachusetts 12North Carolina 12Arizona 9Maryland 8Arkansas 5Wisconsin 5Colorado 4Missouri 4Minnesota 3
Questions
How many Lincoln Investment financial advisors are in California?
30 investment adviser representatives are registered at Lincoln Investment offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 5 list the CFP designation and 30 are also registered as broker representatives.
Where in California does Lincoln Investment have the most advisors?
Woodland Hills, with 11, then Glendora (4). Lincoln Investment has advisors in 13 cities in California.
How do I check a Lincoln Investment advisor in California?
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.