Larry Lincoln (CRD# 1293743) is an Investment Advisor Representative working at Wells Fargo Advisors in Wilmington, DE and has over 35 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Wilmington, DE | Oct 2023 - Current | < 1 |
| City National Bank | Wilmington, DE | Aug 2017 - Oct 2023 | 6 |
| Rbc Capital Markets, LLC | Wilmington, DE | Jul 2017 - Oct 2023 | 6 |
| Merrill Lunch, Pierce, Fenner & Smith In | Wilmington, DE | Sep 1989 - May 2017 | 27 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Wilmington, DE | Sep 1989 - May 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DE
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
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