Gregory Mikolajczak, financial advisor Marlton NJ

Gregory Mikolajczak

CRD Number: 3173916
Current Firm: Lincoln Investment

Gregory Mikolajczak (CRD# 3173916) is an Investment Advisor Representative working at Lincoln Investment in Marlton, NJ and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Flyer's Skate Zone Pennsaken, NJ Sep 2000 - Current 23
Camden County College Blackwood, NJ Sep 1999 - Current 24
Lincoln Investment Planning, Inc. Voorhees, NJ Jan 1999 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Apr 2005
Contact Info for Gregory E. Mikolajczak
Phone Number: 215-887-8111
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    17,218
    MILLIONS
  • Total Number of Accounts
    203,427
    ACCOUNTS
  • Average Account Value
    $84,640
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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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