Adam
Pearce

Lincoln Investment

CRD#3087490
Investment Advisor
in Tucson, AZ

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About this Advisor

Adam Pearce is a certified financial planner operating in Tucson, Arizona, with a total of 16 years of financial industry experience. Pearce currently works for Lincoln Investment. Over the course of their career, they have held roles at Legend Equities Corporation and Lincoln Investment. Pearce maintains Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Texas. Lincoln Investment is a registered investment company based out of Tucson, Arizona. It has offices in 417 locations and a total of 1,279 financial advisors. It administers $9 billion in total assets across its 139,067 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm serves 23 charities and foundations. Of its 139,067 accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The business provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually depend on which services are offered. However, fee types charged by Lincoln Investment likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

17 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

4570 N. First Ave. Suite 120
Tucson, AZ 85718

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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 17 years of experience.

2017 - Present (3 years)

Lincoln Investment

2003 - 2017 (14 years)

Legend Equities Corporation

Disclosures

Adam Pearce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Investment

Jaclyn Cupito
Bohemia, NY
Christopher Willoughby
Palm Beach Gardens, FL
Jeffrey Sharp
Carmel, IN
Jeffrey Hall
Kennett Square, PA
John Hudson
Sugar Land, TX
Casey Caldwell
Fort Washington, PA
Robert Siemers
Getzville, NY
Eric Dicken
Greenville, NC

This content was compiled from the SEC and FINRA.

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