Adam
Pearce

Lincoln Investment

CRD#3087490
Investment Advisor
in Tempe, AZ

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About this Advisor

Adam Pearce is a certified financial planner in Tempe, Arizona. Currently an advisor with Lincoln Investment, Pearce has 15 years of work experience as a financial advisor. Pearce has Series 63 and Series 66 licenses, designating them as a securities broker. Pearce is registered to operate based out of Texas. Over the course of their career, Pearce has held roles at Legend Equities Corporation and Lincoln Investment. Lincoln Investment is headquartered in Tempe, Arizona, and operates out of 427 offices in the nation. As a company, Lincoln Investment manages $8 billion in assets across 113,080 client accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 1% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5016 S. Ash Ave. Suite 109
Tempe, AZ 85282

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

AZ Average: $15,833,994,310
Total Number of Employees

1,279

AZ Average: 41
Total Number of Accounts

139,067

AZ Average: 3,342
Average Account Size

$64,993

AZ Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Adam Pearce Work History

Adam has 15 years of experience.

2017 - Present (2 years)

Lincoln Investment

2003 - Present (16 years)

Legend Equities Corporation

Disclosures

Adam Pearce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Investment

Esther Miller-Smith
Bethlehem, PA
Domini Allison
Erie, PA
Shawn Crow
Irving, TX
Paul Dickinson
Muskegon, MI
John Hudson
Sugar Land, TX
John Merrill
Worcester, MA
Ciara Danese Price
Kennett Square, PA
Craig Howard
Memphis, TN

This content was compiled from the SEC and FINRA.

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