Edward Gutman, financial advisor Southfield MI
96 score

Edward Gutman

CRD Number: 1130447
Current Firm: Lincoln Financial Advisors Corporation

Edward Gutman (CRD# 1130447) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Southfield, MI and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Southfield, MI Nov 2008 - Current 8
Mml Investors Services, Inc. Farmington Hills, MI Nov 2007 - Oct 2008 < 1
Massmutual Farmington Hills, MI Feb 2007 - Oct 2008 1
Mml Investors Services Inc. Farmington Hills, MI Jul 2007 - Aug 2007 < 1
Mml Investors Services, Inc. Farmington Hills, MI Sep 2006 - Jun 2007 < 1
Lincoln Financial Advisors Southfield, MI Jan 2007 - Feb 2007 < 1
Massmutual Farmington Hills, MI Sep 2006 - Jan 2007 < 1
Lincoln Financial Advisors Corporation Southfield, MI Jun 1998 - Sep 2006 8
Connecticut General Life Ins Co Southfield, MI Apr 1983 - Sep 2006 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1983
Contact Info for Edward S. Gutman
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MI
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
96
Clean Record
This advisor has a clean track record with regulators.

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