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®).
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Osaic Wealth, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
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 |
- OR
-
Total Assets Under Management546MILLIONS
-
Total Number of Accounts497ACCOUNTS
-
Average Account Value$1,097,881
- 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
CA, OR, TX, WA
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