Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in New Hope, PA
Every SEC-registered investment adviser representative at a Lincoln Investment office in New Hope, A to Z.
The short answer
3 registered advisors work at Lincoln Investment in New Hope, out of 829 at the firm nationwide; it ranks number 6 in the city by advisors. 2 list the CFP designation and 3 are also registered broker representatives.
Lincoln Investment advisors in New Hope, A to Z
Every Lincoln Investment advisor →- Chelsea A. GordonCertified Financial Planner · Also a broker rep
- Victoria A. McDonaldCertified Financial Planner · Also a broker rep
- Davis NaggAlso 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 New Hope
All New Hope advisors →Rockwood Wealth Management, LLC 42Janney Montgomery Scott LLC 12Ameriprise Financial Services, LLC 9Strategic Advisers LLC 4Capital Analysts 3Osaic Wealth, Inc. 3
Questions
How many financial advisors does Lincoln Investment have in New Hope?
3 investment adviser representatives are registered at Lincoln Investment offices in New Hope, Pennsylvania, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 2 list the CFP designation and 3 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in New Hope?
Lincoln Investment ranks number 6 in New Hope by registered advisors; Rockwood Wealth Management, LLC has the most, with 42.
How do I check a Lincoln Investment advisor in New Hope?
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.