Linc Wealth Solutions
Linc Wealth Solutions (CRD# 174470) is a financial advisory firm headquartered in Norristown, PA. They manage $1,657,231 in 19 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts19ACCOUNTS
Average Account Value$87,223
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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.