Linc Wealth Solutions

Linc Wealth Solutions (CRD# 174470) is a financial advisory firm headquartered in Norristown, PA. They manage $823,635 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $68,636
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
CRD#: 5392402
36 E. Main Street, Suite 201, Norristown, PA 19401
93
Wealthminder
score

Rebecca Leonard (CRD# 5392402) is an Investment Advisor Representative working at Linc Wealth Solutions in Norristown, PA and has over 10 years of experience in the finance industry.

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