Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Florida

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

The short answer

80 registered advisors work at Lincoln Investment in Florida, out of 829 nationwide; it's the firm's number 3 state by advisors, and the most are in Lutz (23). 10 list the CFP designation and 80 are also registered broker representatives.

Lincoln Investment advisors by city in Florida

Every firm in Florida →

Lutz 23St. Petersburg 7Jacksonville 6Orlando 4Land O Lakes 3Wellington 2West Palm Beach 2Alva 1Boca Raton 1Bonita Springs 1Bunnell 1Dade City 1Fort Lauderdale 1Miami 1Neptune Beach 1Odessa 1Palm Beach Gardens 1Pensacola 1Plant City 1Pompano Beach 1Port Saint Lucie 1Sarasota 1

Lincoln Investment advisors in Florida, A to Z

Search by name →

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 63New York 62Ohio 59Illinois 30California 28Michigan 27Texas 26Washington 15Georgia 14Massachusetts 12North Carolina 12Arizona 9Maryland 8Arkansas 5Wisconsin 5Colorado 4Missouri 4Minnesota 3

Questions

How many Lincoln Investment financial advisors are in Florida?

80 investment adviser representatives are registered at Lincoln Investment offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 10 list the CFP designation and 80 are also registered as broker representatives.

Where in Florida does Lincoln Investment have the most advisors?

Lutz, with 23, then St. Petersburg (7). Lincoln Investment has advisors in 22 cities in Florida.

How do I check a Lincoln Investment advisor in Florida?

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.