Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Shaker Heights, OH
Every SEC-registered investment adviser representative at a Lincoln Investment office in Shaker Heights, A to Z.
The short answer
9 registered advisors work at Lincoln Investment in Shaker Heights, out of 829 at the firm nationwide; it ranks number 1 in the city by advisors. 7 list the CFP designation and 9 are also registered broker representatives.
Lincoln Investment advisors in Shaker Heights, A to Z
Every Lincoln Investment advisor →- Zachary A. AbramsCertified Financial Planner · Also a broker rep
- Jacob BauccoCertified Financial Planner · Also a broker rep
- Mark A. CiullaAlso a broker rep
- Nathan P. CrevistonCertified Financial Planner, Chartered Financial Consultant · Also a broker rep
- Erin DonahueAlso a broker rep
- Patrick T. HanrattyCertified Financial Planner · Also a broker rep
- Robert M. HolubCertified Financial Planner, Chartered Financial Analyst · Also a broker rep
- Daniel J. ObrienCertified Financial Planner · Also a broker rep
- Neil R. WaxmanCertified Financial Planner · 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 9Sugar Land, TX 9Tallahassee, FL 9
Other firms in Shaker Heights
All Shaker Heights advisors →Capital Advisors, Ltd., LLC 7Corient 6Capital Analysts 5Strategic Advisers LLC 3
Questions
How many financial advisors does Lincoln Investment have in Shaker Heights?
9 investment adviser representatives are registered at Lincoln Investment offices in Shaker Heights, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 7 list the CFP designation and 9 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Shaker Heights?
Lincoln Investment ranks number 1 in Shaker Heights by registered advisors, ahead of Capital Advisors, Ltd., LLC (7).
How do I check a Lincoln Investment advisor in Shaker Heights?
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.