Mosby Lincoln Lc

Mosby Lincoln Lc (CRD# 107135) is a financial advisory firm headquartered in Wichita, KS. They manage $330,000,000 in 6 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $55,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

KS

Financial Advisors at Mosby Lincoln Lc
Showing 1 - 2 of 2 top financial advisors.
1
Edward M. Lincoln
CRD#: 2107185
7309 E. 21st, Suite 120, Wichita, KS 67206
93
Wealthminder
score

Edward Lincoln (CRD# 2107185) is an Investment Advisor Representative working at Mosby Lincoln Lc in Wichita, KS and has over 27 years of experience in the finance industry.

2
Herbert H. Southworth
CRD#: 2806499
7309 E. 21st, Suite 120, Wichita, KS 67206
93
Wealthminder
score

Herbert Southworth (CRD# 2806499) is an Investment Advisor Representative working at Mosby Lincoln Lc in Wichita, KS and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.