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Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Massachusetts

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

The short answer

14 registered advisors work at Lincoln Investment in Massachusetts, out of 829 nationwide; it's the firm's number 12 state by advisors, and the most are in Worcester (4). 1 list the CFP designation and 14 are also registered broker representatives.

Lincoln Investment advisors by city in Massachusetts

Every firm in Massachusetts →

Worcester 4Braintree 3Danvers 3Amherst 2

Lincoln Investment advisors in Massachusetts, 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 14North Carolina 12Arizona 9Maryland 8Arkansas 5Wisconsin 5Colorado 4Missouri 4Minnesota 3

Questions

How many Lincoln Investment financial advisors are in Massachusetts?

14 investment adviser representatives are registered at Lincoln Investment offices in Massachusetts, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 1 list the CFP designation and 14 are also registered as broker representatives.

Where in Massachusetts does Lincoln Investment have the most advisors?

Worcester, with 4, then Braintree (3). Lincoln Investment has advisors in 4 cities in Massachusetts.

How do I check a Lincoln Investment advisor in Massachusetts?

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.