Joseph Andersen, financial advisor Bel Air MD
96 score

Joseph Andersen

CRD Number: 1378809
Current Firm: Lincoln Financial Securities Corporation

Joseph Andersen (CRD# 1378809) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Bel Air, MD and has over 21 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Securities Corporation Bel Air, MD Jul 2008 - Current 9
Independent Advisers Group Corp Bel Air, MD Sep 2007 - Current 10
Jefferson Pilot Securities Corporation Bel Air, MD Jan 1988 - Jul 2008 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
Contact Info for Joseph M. Andersen
Phone Number: 800-258-3648
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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