Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Orlando, FL
Every SEC-registered investment adviser representative at a Lincoln Investment office in Orlando, A to Z.
The short answer
4 registered advisors work at Lincoln Investment in Orlando, out of 829 at the firm nationwide; it ranks number 46 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Lincoln Investment advisors in Orlando, A to Z
Every Lincoln Investment advisor →- Jeffrey M. BannonAlso a broker rep
- Thomas J. FaulknerAlso a broker rep
- Daniel A. IosueCertified Financial Planner · Also a broker rep
- Anmol S. Multani-KohalAlso a broker rep
Lincoln Investment advisors in every city and state →Lincoln Investment: assets, clients and custodians →Advisor Moves: who changed firms this week →
Lincoln Investment advisors in other cities
Fort Washington, PA 158Marlton, NJ 37Amherst, NY 32Horsham, PA 25Lutz, FL 18Lombard, IL 16Rochester, NY 14Farmington Hills, MI 13Independence, OH 12Cranford, NJ 10Syracuse, NY 10Renton, WA 9Royal Oak, MI 9Shaker Heights, OH 9Sugar Land, TX 9
Other firms in Orlando
All Orlando advisors →Charles Schwab & Co., Inc. 217Schwab Wealth Advisory, Inc. 188Merrill Lynch, Pierce, Fenner & Smith Incorporated 61International Assets Investment Management, LLC 58Truist Advisory Services, Inc. 56Morgan Stanley 51J.P. Morgan Securities LLC 42Raymond James Financial Services Advisors, Inc. 41Ameriprise Financial Services, LLC 36LPL Financial LLC 34Wells Fargo Clearing Services, LLC 33Florida Financial Advisors, LLC 31
Questions
How many financial advisors does Lincoln Investment have in Orlando?
4 investment adviser representatives are registered at Lincoln Investment offices in Orlando, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Orlando?
Lincoln Investment ranks number 46 in Orlando by registered advisors; Charles Schwab & Co., Inc. has the most, with 217.
How do I check a Lincoln Investment advisor in Orlando?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.