Lincoln Financial Securities Corporation

Lincoln Financial Securities Corporation (CRD# 3870) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $2,112,308,443 in 10,823 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,112
    MILLION
  • Total Number of Accounts
    10,823
    ACCOUNTS
  • Average Account Value
    $195,168
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, WY

Financial Advisors at Lincoln Financial Securities Corporation
Showing 1 - 10 of 593 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 28 years of experience in the finance industry.

2
Robert A. Gentry
CRD#: 1140124
3118 North Croatan Highway, Suite 210, Kill Devil Hills, NC 27948
98
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 14 years of experience in the finance industry.

4
George A. Stutts
CRD#: 4141213
Lancaster, SC
98
Wealthminder
score

George Stutts (CRD# 4141213) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Lancaster, SC and has over 18 years of experience in the finance industry.

5
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 21 years of experience in the finance industry.

6
Jeffrey T. Bagley
CRD#: 2455748
2000 Corporate Drive, Suite 350, Wexford, PA 15090
96
Wealthminder
score

Jeffrey Bagley (CRD# 2455748) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Wexford, PA and has over 24 years of experience in the finance industry. Jeffrey Bagley 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
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 16 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.

8
Robert L. Baumann
CRD#: 4457966
2535 Townsgate Road, Suite 110, Westlake Village, CA 91361
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 16 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.

9
Marshall L. Beach
CRD#: 15512
2250 East Parham Road, Richmond, VA 23228
96
Wealthminder
score

Marshall Beach (CRD# 15512) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Richmond, VA and has over 35 years of experience in the finance industry.

10
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 29 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.

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