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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
Years of Experience
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Lincoln Investment Brokerage Details
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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.
Legend Equities Corporation
Adam Pearce has no disclosures.
Please visit their SEC profile for more details.
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