Ann Ansel, financial advisor White Marsh MD

Ann Ansel

CRD Number: 4358507
Current Firm: Lincoln Financial Securities Corporation

Ann Ansel (CRD# 4358507) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in White Marsh, MD and has over 15 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
Lincoln Financial Securities Corporation White Marsh, MD Oct 2013 - Current 7
M&t Securities, Inc. Pikesville, MD Aug 2011 - Oct 2013 2
Obs Whitehouse, OH Oct 2008 - Aug 2011 2
Obs Financial Services Whitehouse, OH Oct 2008 - Aug 2011 2
Northwest Financial Services Warren, PA Jun 2008 - Aug 2011 3
Uvest Financial Services Group Charlotte, NC Jun 2008 - Oct 2008 < 1
Pnc Investments Towson, MD Sep 2007 - Jun 2008 < 1
Pnc Investments Sparks, MD Sep 2007 - Mar 2008 < 1
Mercantile Brokerage Baltimore, MD Oct 2003 - Sep 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S65 NASAA Investment Advisors Law Examination Mar 2007
Disclosure Information

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
Contact Info for Ann C. Ansel
Phone Number: 800-843-2007
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    3,357
    MILLIONS
  • Total Number of Accounts
    15,310
    ACCOUNTS
  • Average Account Value
    $219,241
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)
  • Other
Types of Clients
Registered States

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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Data verified by both the advisor and the public regulatory data.

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