Linc Wealth Solutions

Linc Wealth Solutions (CRD# 174470) is a financial advisory firm headquartered in Norristown, PA. They manage $8,256,168 in 51 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
36 E. Main Street, Suite 201, Norristown, PA 19401
http://www.lincwealth.com
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    51
    ACCOUNTS
  • Average Account Value
    $161,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Linc Wealth Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Rebecca Leonard, financial advisor Norristown PA
Rebecca Leonard
CRD#: 5392402
36 E. Main Street, Suite 201, Norristown, PA 19401

Rebecca Leonard (CRD# 5392402) is an Investment Advisor Representative working at Linc Wealth Solutions in Norristown, PA and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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