Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Cleveland, OH
Every SEC-registered investment adviser representative at a Lincoln Investment office in Cleveland, A to Z.
The short answer
8 registered advisors work at Lincoln Investment in Cleveland, out of 829 at the firm nationwide; it ranks number 26 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
Lincoln Investment advisors in Cleveland, A to Z
Every Lincoln Investment advisor →- Thomas M. GencoCertified Financial Planner · Also a broker rep
- Joshua HalterAlso a broker rep
- Gregory G. RandallAlso a broker rep
- Karl RandallAlso a broker rep
- Dale RubinAlso a broker rep
- Raymond M. TroppAlso a broker rep
- Susan M. WanamakerCertified Financial Planner · Also a broker rep
- Alan E. YanowitzAlso 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 Cleveland
All Cleveland advisors →Mai Capital Management, LLC 60Cbiz Investment Advisory Services, LLC 37Clearstead; Clearstead Advisory Solutions 30PNC Wealth Management LLC 30J.P. Morgan Securities LLC 27Robert W. Baird & Co. Incorporated 27Cetera Investment Advisers LLC 23UBS Financial Services Inc. 21McDonald Partners LLC 19Ameriprise Financial Services, LLC 18Northcoast Research Partners, LLC 18MML Investors Services, LLC 17
Questions
How many financial advisors does Lincoln Investment have in Cleveland?
8 investment adviser representatives are registered at Lincoln Investment offices in Cleveland, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Cleveland?
Lincoln Investment ranks number 26 in Cleveland by registered advisors; Mai Capital Management, LLC has the most, with 60.
How do I check a Lincoln Investment advisor in Cleveland?
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.