Lincoln GimaCRD Number: 2343550
Current Firm: Edward Jones
Lincoln Gima (CRD# 2343550) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 28 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Wells Fargo Clearing Services, LLC
Dynamic Wealth Partners, LLC
|Edward Jones||St.louis, MO||Aug 2019 - Current||2|
|Carefree Autos, LLC||Cave Creek, AZ||Nov 2014 - Current||7|
|Charles Schwab Premier Bank||Phoenix, AZ||Jan 2019 - Aug 2019||< 1|
|Charles Schwab Trust Bank||Phoenix, AZ||Jan 2019 - Aug 2019||< 1|
|Charles Schwab Bank||Phoenix, AZ||Nov 2015 - Aug 2019||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jul 1995 - Aug 2019||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1993|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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