Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Lincoln, RI
Every SEC-registered investment adviser representative at a firm office in Lincoln, with the firms that employ the most of them.
29 registered advisors work in Lincoln; the most are at LPL Enterprise, LLC (4). 0 list the CFP designation and 24 are also registered broker representatives.
Firms with the most advisors in Lincoln
| Firm | Advisors in Lincoln |
|---|---|
| LPL Enterprise, LLC news | 4 |
| Sowa Financial Group | 4 |
| Commonwealth Financial Network news | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated news | 3 |
| Strategic Advisers LLC | 3 |
| Ameriprise Financial Services, LLC news | 2 |
| Santander Securities LLC | 2 |
| Acorns | 1 |
| Coastal Financial Planning, Inc. | 1 |
| Eisenhilfer Capital LLC | 1 |
| Equity Services, Inc. | 1 |
| Focus Partners Wealth, LLC | 1 |
| Integrated Wealth Concepts LLC | 1 |
| LPL Financial LLC news | 1 |
| Pfs Investments Inc. | 1 |
| Vanderbilt Advisory Services | 1 |
Advisors in Lincoln, A to Z
Search all of Rhode Island →- Raymond J. Arruda Jr.Ameriprise Financial Services, LLC · Certified Financial Planner
- Amanda A. BartoliniCommonwealth Financial Network
- Nathan L. BeauvaisSowa Financial Group · Certified Financial Planner
- Steven J. BeauvaisSowa Financial Group
- Martin S. BodnerIntegrated Wealth Concepts LLC
- David R. BoltonLPL Enterprise, LLC
- Michael CapalboLPL Enterprise, LLC
- Christopher J. DandeneauLPL Enterprise, LLC
- Patrick J. DevlinMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Elijah N. Dias De OliveiraLPL Enterprise, LLC
- Ian DonahueSantander Securities LLC
- Ross F. GobeilleAmeriprise Financial Services, LLC
- Jan C. HilferEisenhilfer Capital LLC · Certified Financial Planner
- Patrick KumarStrategic Advisers LLC
- Nicholas LamoureuxStrategic Advisers LLC
- Christopher M. LepineLPL Financial LLC
- Ashley A. MacksoudMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Anthony J. MarchettiAcorns
- Carlos MartinsPfs Investments Inc.
- Alex M. RamponeStrategic Advisers LLC
- Paul M. SantucciCommonwealth Financial Network
- Michael J. Senno IIEquity Services, Inc.
- Robert E. SilvaMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Donald J. SowaSowa Financial Group · Certified Financial Planner
- Donna G. Sowa AllardCommonwealth Financial Network · Certified Financial Planner
- Angela M. ThomsonCoastal Financial Planning, Inc. · Certified Financial Planner
- Kevin R. TremorFocus Partners Wealth, LLC
- David WayVanderbilt Advisory Services
- Tamara D. WickramasingheSantander Securities LLC
Other cities in Rhode Island
All of Rhode Island →Providence 475Riverside 217Warwick 216Johnston 145Cranston 124Smithfield 70Newport 63East Providence 45West Warwick 42East Greenwich 35Middletown 32Cumberland 31Westerly 30North Kingstown 29Wakefield 26Barrington 23Portsmouth 21Pawtucket 20North Providence 18Coventry 16South Kingstown 15Bristol 14Narragansett 11North Smithfield 11
Questions
How many financial advisors are in Lincoln, RI?
29 investment adviser representatives are registered at firm offices in Lincoln, Rhode Island, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Lincoln?
LPL Enterprise, LLC, with 4 registered advisors in Lincoln, followed by Sowa Financial Group with 4.
How do I check a financial advisor in Lincoln?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.