Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Hauppauge, NY
Every SEC-registered investment adviser representative at a Lincoln Investment office in Hauppauge, A to Z.
The short answer
4 registered advisors work at Lincoln Investment in Hauppauge, out of 829 at the firm nationwide; it ranks number 16 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Lincoln Investment advisors in Hauppauge, A to Z
Every Lincoln Investment advisor →- Cristoforo CaccavaleAlso a broker rep
- Jean M. CrossleyAlso a broker rep
- Mark D. KnoxCertified Financial Planner · Also a broker rep
- Kristin A. LanziAlso 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 Hauppauge
All Hauppauge advisors →Ameriprise Financial Services, LLC 52Morgan Stanley 41Equity Services, Inc. 32MML Investors Services, LLC 27Osaic Wealth, Inc. 27Stifel, Nicolaus & Company, Incorporated 21Lebenthal Global Advisors, LLC 14Partners Capital Services, Inc. 12LPL Financial LLC 10Cetera Investment Advisers LLC 9Oppenheimer & Co. Inc. 9Gwn Securities Inc. 8
Questions
How many financial advisors does Lincoln Investment have in Hauppauge?
4 investment adviser representatives are registered at Lincoln Investment offices in Hauppauge, New York, 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 Hauppauge?
Lincoln Investment ranks number 16 in Hauppauge by registered advisors; Ameriprise Financial Services, LLC has the most, with 52.
How do I check a Lincoln Investment advisor in Hauppauge?
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.