Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Wellington, FL
Every SEC-registered investment adviser representative at a Lincoln Investment office in Wellington, A to Z.
The short answer
4 registered advisors work at Lincoln Investment in Wellington, out of 829 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.
Lincoln Investment advisors in Wellington, A to Z
Every Lincoln Investment advisor →- Lynn E. BalchAlso a broker rep
- Francis R. BermudezAlso a broker rep
- Sergio J. EstevesAlso a broker rep
- Robert R. RestinoAlso 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 Wellington
All Wellington advisors →Edward Jones 9Raymond James Financial Services Advisors, Inc. 5Capital Analysts 4LPL Financial LLC 4
Questions
How many financial advisors does Lincoln Investment have in Wellington?
4 investment adviser representatives are registered at Lincoln Investment offices in Wellington, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Wellington?
Lincoln Investment ranks number 5 in Wellington by registered advisors; Edward Jones has the most, with 9.
How do I check a Lincoln Investment advisor in Wellington?
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.