Lincoln AndersonCRD Number: 2310411
Current Firm: Lpl Financial LLC
Lincoln Anderson (CRD# 2310411) is an Investment Advisor Representative working at Lpl Financial LLC in Tulsa, OK and has over 25 years of experience in the finance industry.
Burkholder Wealth Management
Financial Security Investment Management Corporaton
Lpl Financial LLC
|Lpl Financial||Tulsa, OK||Mar 2022 - Current||< 1|
|Oklahoma Central Credit Union||Tulsa, OK||Mar 2022 - Current||< 1|
|Edward Jones||St. Louis, MO||Nov 2016 - Mar 2022||5|
|Ameritrust Investment Advisors, Inc.||Tulsa, OK||Sep 2008 - Nov 2016||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1997|
|S66||NASAA Uniform Combined State Law Examination||Jan 2017|
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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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