Helen Rancich, financial advisor Chicago IL

Helen Rancich

CRD Number: 1884458
Current Firm: Lincoln Financial Advisors Corporation

Helen Rancich (CRD# 1884458) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Chicago, IL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Chicago, IL Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Helen S. Rancich
Phone Number: 800-237-3813
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
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)
  • Educational seminars/workshops
  • 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, VT, WA, WI, WV, WY

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