Lincoln Financial Securities Corporation

Lincoln Financial Securities Corporation (CRD# 3870) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $1,541,236,126 in 8,357 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,541
    MILLION
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
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
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.

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

Financial Advisors at Lincoln Financial Securities Corporation
Showing 1 - 10 of 579 top financial advisors.
1
Patrick J. Cloutier
CRD#: 2001475
119 W Virginia Street, Ste 201, McKinney, TX 75069
100
Wealthminder
score

Patrick Cloutier (CRD# 2001475) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in McKinney, TX and has over 27 years of experience in the finance industry.

2
Robert A. Gentry
CRD#: 1140124
3118 North Croatan Highway, Suite 210, Kill Devil Hills, NC 27948
100
Wealthminder
score
Robert Gentry (CRD# 1140124) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Kill Devil Hills, NC and has over 22 years of experience in the finance industry.
3
Michael E. Murphy
CRD#: 4675462
4016 Raintree Road, Suite 220, Chesapeake, VA 23321
98
Wealthminder
score

Michael Murphy (CRD# 4675462) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Chesapeake, VA and has over 13 years of experience in the finance industry.

4
Joseph M. Andersen
CRD#: 1378809
22 Linwood Avenue, Suite A, Bel Air, MD 21014
96
Wealthminder
score

Joseph Andersen (CRD# 1378809) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Bel Air, MD and has over 20 years of experience in the finance industry.

5
Cyndie Barone
CRD#: 4461295
Waltham, MA
96
Wealthminder
score

Cyndie Barone (CRD# 4461295) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Waltham, MA and has over 15 years of experience in the finance industry. Cyndie Barone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Robert L. Baumann
CRD#: 4457966
31255 Cedar Valley Drive, Suite 218, Westlake Village, CA 91362
96
Wealthminder
score

Robert Baumann (CRD# 4457966) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Westlake Village, CA and has over 14 years of experience in the finance industry. Robert Baumann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Marshall L. Beach
CRD#: 15512
4020 Westchase Boulevard, #150, Raleigh, NC 27607
96
Wealthminder
score

Marshall Beach (CRD# 15512) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Raleigh, NC and has over 34 years of experience in the finance industry.

8
Bruce P. Bessner
CRD#: 1809667
109 South Harris Street, Suite 220, Round Rock, TX 78664
96
Wealthminder
score

Bruce Bessner (CRD# 1809667) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 28 years of experience in the finance industry. Bruce Bessner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Rory D. Billig
CRD#: 846719
75 Sockanosset Crossroads, Suite 202, Cranston, RI 02920
96
Wealthminder
score

Rory Billig (CRD# 846719) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Cranston, RI and has over 25 years of experience in the finance industry.

10
Joseph D. Blair
CRD#: 1418103
5818 Kennett Pike, Wilmington, DE 19807
96
Wealthminder
score

Joseph Blair (CRD# 1418103) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wilmington, DE and has over 21 years of experience in the finance industry. Joseph Blair has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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