Financial ADVSR advisor directory · SEC adviser records
Lincoln Investment financial advisors in Sugar Land, TX
Every SEC-registered investment adviser representative at a Lincoln Investment office in Sugar Land, A to Z.
The short answer
9 registered advisors work at Lincoln Investment in Sugar Land, out of 829 at the firm nationwide; it ranks number 11 in the city by advisors. 3 list the CFP designation and 9 are also registered broker representatives.
Lincoln Investment advisors in Sugar Land, A to Z
Every Lincoln Investment advisor →- Jana K. AlbusAlso a broker rep
- Jesse J. CarrilloAlso a broker rep
- Jeffery C. FarrisCertified Financial Planner · Also a broker rep
- Adrian J. GonzalezAlso a broker rep
- Shawn M. GrimmAlso a broker rep
- Melissa A. HoffmanAlso a broker rep
- Kristen L. HrncirCertified Financial Planner · Also a broker rep
- Stewart A. JacobsonCertified Financial Planner · Also a broker rep
- Caitlin LittleAlso 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 9Tallahassee, FL 9
Other firms in Sugar Land
All Sugar Land advisors →Strategic Advisers LLC 27J.P. Morgan Securities LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 22LPL Financial LLC 20Ameriprise Financial Services, LLC 18Morgan Stanley 18UBS Financial Services Inc. 14Wells Fargo Clearing Services, LLC 13Edward Jones 11Wells Fargo Advisors Financial Network, LLC 10Rwm Capital, LLC 9Osaic Wealth, Inc. 7
Questions
How many financial advisors does Lincoln Investment have in Sugar Land?
9 investment adviser representatives are registered at Lincoln Investment offices in Sugar Land, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 829 nationwide. 3 list the CFP designation and 9 are also registered as broker representatives.
Is Lincoln Investment one of the largest advisor employers in Sugar Land?
Lincoln Investment ranks number 11 in Sugar Land by registered advisors; Strategic Advisers LLC has the most, with 27.
How do I check a Lincoln Investment advisor in Sugar Land?
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.