David Bachert, financial advisor San Diego CA

David Bachert

CRD Number: 9616
Current Firm: Lincoln Financial Advisors Corporation

David Bachert (CRD# 9616) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Diego, CA and has over 36 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation San Diego, CA Jun 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
Contact Info for David A. Bachert
Phone Number: 800-237-3813
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    32,603
    MILLIONS
  • Total Number of Accounts
    98,199
    ACCOUNTS
  • Average Account Value
    $332,005
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, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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