Joseph AndersenCRD 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 23 years of experience in the finance industry.
Raymond James Financial Services Advisors, Inc.
Msi Financial Services, Inc.
|Lincoln Financial Securities Corporation||Bel Air, MD||Jul 2008 - Current||11|
|Independent Advisers Group Corp||Bel Air, MD||Sep 2007 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1996|
Total Assets Under Management2,821MILLIONS
Total Number of Accounts14,485ACCOUNTS
Average Account Value$194,726
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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, WY
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