Robert Dineen, financial advisor Philadelphia PA
93 score

Robert Dineen

CRD Number: 1035633
Current Firm: Lincoln Financial Advisors Corporation

Robert Dineen (CRD# 1035633) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Philadelphia, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Corporation Philadelphia, PA Jul 2008 - Current 8
Jefferson Pilot Variable Corp Concord, NH Apr 2006 - Current 10
Lincoln Financial Advisors Fort Wayne, IN Dec 2002 - Current 14
Jefferson Pilot Securities Corp Concord, NH Apr 2006 - Jun 2008 2
Lincoln National Life Ins Co Fort Wayne, IN Dec 2002 - Apr 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1995
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Robert W. Dineen
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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