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Overview

Services

Advisor Services

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Lincoln Financial Securities 4 years, 4 months Dec 2015 - Present
Capital Guardian, LLC 3 years, 5 months Jul 2012 - Dec 2015
New England Securities 1 year, 9 months Oct 2010 - Jul 2012
Suntrust Investment Services, Inc. 3 months Jun 2010 - Sep 2010
Suntrust Bank 1 year, 4 months Feb 2009 - Jun 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Robert Mann

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 2, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Feb 2, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Lincoln Financial Securities Corporation

Last updated on Jan. 3, 2020
    • $2.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 14K
      Accounts
    • $194.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions