Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Erie, PA
Every SEC-registered investment adviser representative at a Lincoln Investment office in Erie, A to Z.
The short answer
5 registered advisors work at Lincoln Investment in Erie, out of 829 at the firm nationwide; it ranks number 15 in the city by advisors. 1 list the CFP designation and 5 are also registered broker representatives.
Lincoln Investment advisors in Erie, A to Z
Every Lincoln Investment advisor →- David M. DefazioAlso a broker rep
- David M. DefazioAlso a broker rep
- Matthew C. HausmannAlso a broker rep
- Michael A. NelliganAlso a broker rep
- Donald W. SzewczykCertified 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 9Shaker Heights, OH 9Sugar Land, TX 9
Other firms in Erie
All Erie advisors →Equitable Advisors, LLC 27LPL Financial LLC 25Hbks Wealth Advisors 19Ameriprise Financial Services, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 13Edward Jones 12One-Up Financial 9PNC Wealth Management LLC 9Osaic Wealth, Inc. 8Cetera Investment Advisers LLC 7Gladstone Wealth Partners 6RBC Capital Markets, LLC 6
Questions
How many financial advisors does Lincoln Investment have in Erie?
5 investment adviser representatives are registered at Lincoln Investment offices in Erie, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 1 list the CFP designation and 5 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Erie?
Lincoln Investment ranks number 15 in Erie by registered advisors; Equitable Advisors, LLC has the most, with 27.
How do I check a Lincoln Investment advisor in Erie?
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.