Lincoln KopetskiCRD Number: 3186668
Current Firm: U.s. Bancorp Investments, Inc.
Lincoln Kopetski (CRD# 3186668) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in University Place, WA and has over 17 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Investor Resources Inc.
Nr Smith & Associates, P.s.
|U.s. Bancorp Investments, Inc.||Tacoma, WA||Jul 2012 - Current||4|
|Bank Of America, Na||Seattle, WA||Apr 2010 - Jul 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Tacoma, WA||Oct 2009 - Jul 2012||2|
|Banc Of America Investment Services, Inc.||Tacoma, WA||Sep 2008 - Oct 2009||1|
|Banc Of America Insurance Services, Inc.||Tacoma, WA||Sep 2008 - Oct 2009||1|
|Edward Jones||St Louis, MO||Feb 2002 - Sep 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1999|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management5,065MILLIONS
Total Number of Accounts24,670ACCOUNTS
Average Account Value$205,313
- A percentage of assets under your management
- 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)
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