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®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Delap Wealth Advisory | Lake Oswego, OR | Jun 2021 - Current | 2 |
| Unemployed | Happy Valley, OR | Apr 2021 - Jun 2021 | < 1 |
| Greenwood Resources Inc. | Portland, OR | Mar 2007 - Mar 2021 | 14 |
- OR
-
Total Assets Under Management318MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$829,798
- 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
OR, TX
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