Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Greenville, NC
Every SEC-registered investment adviser representative at a Lincoln Investment office in Greenville, A to Z.
The short answer
6 registered advisors work at Lincoln Investment in Greenville, out of 829 at the firm nationwide; it ranks number 6 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.
Lincoln Investment advisors in Greenville, A to Z
Every Lincoln Investment advisor →- Andrew P. CooperAlso a broker rep
- Tyler A. CurleeAlso a broker rep
- Brian D. NethercuttAlso a broker rep
- James M. NewmanAlso a broker rep
- Shane M. RobinsonAlso a broker rep
- Bret D. SmithCertified Financial Planner, Chartered Financial Consultant · Also 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 Greenville
All Greenville advisors →Wells Fargo Clearing Services, LLC 19Edward Jones 10Carolina Wealth Management, Inc. 8Raymond James & Associates, Inc. 7Capital Analysts 6H. L. Ormond & Company, LLC 5Cetera Investment Advisers LLC 4Credit Union Investment Services 4Equitable Advisors, LLC 4Truist Advisory Services, Inc. 4Ameriprise Financial Services, LLC 3First Citizens Investor Services, Inc. 3
Questions
How many financial advisors does Lincoln Investment have in Greenville?
6 investment adviser representatives are registered at Lincoln Investment offices in Greenville, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Greenville?
Lincoln Investment ranks number 6 in Greenville by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 19.
How do I check a Lincoln Investment advisor in Greenville?
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.