Brian TewesCRD Number: 3003907
Current Firm: Lincoln Financial Securities Corporation
Brian Tewes (CRD# 3003907) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Hebron, KY and has over 24 years of experience in the finance industry.
Prudential Financial Planning Services
Renaissance Investment Management
Journey Advisory Group, LLC
|Lincoln Financial Securities Corporation||Hebron, KY||Jul 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S65||NASAA Investment Advisors Law Examination||Sep 2003|
Total Assets Under Management4,873MILLIONS
Total Number of Accounts18,095ACCOUNTS
Average Account Value$269,302
- 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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