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Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Ohio

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

The short answer

60 registered advisors work at Lincoln Investment in Ohio, out of 829 nationwide; it's the firm's number 5 state by advisors, and the most are in Independence (13). 12 list the CFP designation and 60 are also registered broker representatives.

Lincoln Investment advisors by city in Ohio

Every firm in Ohio →

Independence 13Shaker Heights 9Cleveland 8Columbus 6Maria Stein 4North Royalton 4Twinsburg 3Cincinnati 2Parma 2West Chester 2Hudson 1Poland 1Ravenna 1Thornville 1Willoughby 1Wooster 1

Lincoln Investment advisors in Ohio, 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 62Illinois 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 Ohio?

60 investment adviser representatives are registered at Lincoln Investment offices in Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 829 at the firm nationwide. 12 list the CFP designation and 60 are also registered as broker representatives.

Where in Ohio does Lincoln Investment have the most advisors?

Independence, with 13, then Shaker Heights (9). Lincoln Investment has advisors in 16 cities in Ohio.

How do I check a Lincoln Investment advisor in Ohio?

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.