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Financial ADVSR advisor directory · SEC adviser records

Lincoln Investment financial advisors in Worcester, MA

Every SEC-registered investment adviser representative at a Lincoln Investment office in Worcester, A to Z.

The short answer

4 registered advisors work at Lincoln Investment in Worcester, out of 829 at the firm nationwide; it ranks number 16 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

Lincoln Investment advisors in Worcester, A to Z

Every Lincoln Investment advisor →

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 Worcester

All Worcester advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 24Commonwealth Financial Network 21Morgan Stanley 19Bartholomew & Company Wealth Management, LLC 17LPL Financial LLC 15Cetera Investment Advisers LLC 13Capital Analysts 8Wells Fargo Clearing Services, LLC 8Edward Jones 7Integrated Wealth Concepts LLC 7Raymond James & Associates, Inc. 6Wells Fargo Advisors Financial Network, LLC 5

Questions

How many financial advisors does Lincoln Investment have in Worcester?

4 investment adviser representatives are registered at Lincoln Investment offices in Worcester, Massachusetts, 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 Worcester?

Lincoln Investment ranks number 16 in Worcester by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 24.

How do I check a Lincoln Investment advisor in Worcester?

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.