Robert Lincoln (CRD# 4805064) is an Investment Advisor Representative working at Bts Asset Management, Inc. in Chapel Hill, NC and has over 19 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bts Asset Management, Inc. | Chapel Hill, NC | Nov 2013 - Current | 10 |
| Redbud Student Rentals | Chapel Hill, NC | Jun 2007 - Current | 16 |
| Lincoln Investment Advisers, LLC | Chapel Hill, NC | May 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- NC
-
Total Assets Under Management209MILLIONS
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Total Number of Accounts834ACCOUNTS
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Average Account Value$250,005
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Market timing services
- Other
AK, AL, AR, AZ, CA, CO, CT, 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, VT, WA, WI, WV
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