Robert Gottschling, financial advisor Vienna VA
96 score

Robert Gottschling

CRD Number: 1306464
Current Firm: Lincoln Financial Advisors Corporation

Robert Gottschling (CRD# 1306464) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Vienna, VA and has over 31 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corporation Vienna, VA Jun 1998 - Current 18
#ia Sagemark Consulting, Inc. Mclean, VA Sep 1984 - Current 32
Connecticut General Life Insurance Company Mclean, VA May 1984 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1984
S65 NASAA Investment Advisors Law Examination Feb 1994
Contact Info for Robert P. Gottschling
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • TX
  • VA
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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