Lincoln Bach, financial advisor Lake Oswego OR

Lincoln Bach

CRD Number: 6031939
Current Firm: Delap Wealth Advisory, LLC

Lincoln Bach (CRD# 6031939) is an Investment Advisor Representative working at Delap Wealth Advisory, LLC in Lake Oswego, OR and has 1 year of experience in the finance industry. Lincoln Bach has taken additional exams to become a Certified Financial Planner (CFP®).

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Professional Designations
Company Name Location Dates Years
Delap Wealth Advisory Lake Oswego, OR Jun 2021 - Current 3
Unemployed Happy Valley, OR Apr 2021 - Jun 2021 < 1
Greenwood Resources Inc. Portland, OR Mar 2007 - Mar 2021 14

Lincoln Bach has no recent exams reported.
Contact Info for Lincoln T. Bach
Phone Number: (503) 697-4118
Firm Website: http://www.delapwa.com
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    546
    MILLIONS
  • Total Number of Accounts
    497
    ACCOUNTS
  • Average Account Value
    $1,097,881
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States

CA, OR, TX, WA

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