Kimberly
Myers
Lincoln Investment
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About this Advisor
Kimberly Myers is a financial advisor working out of Phoenix, Arizona. Myers is an employee of Lincoln Investment. Their career trajectory has included roles at Edward Jones, Farmers Insurance, Savvy Solutions, Lpl Financial/Wealthnest Planners, Kalos Capitol, Merrill Lynch, Pierce, Fenner & Smith Inc, Family Wealth Advisors Ica, Lincoln Financial Securities Corporation, Legend Equities Corporation, Legend Advisory Corporation, Inmaricopa, Lincoln Investment, Legend Advisory, Compass Bank, Bbva Compass Insurance Agency Inc, Bbva Securities Inc, Bbva Wealth Solutions Inc, Cuna Brokerage Services, Inc, Cuna Mutual Group, Self Employed- Kurioso Designs and Wells Fargo Advisors Financial Network, LLC. Myers maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Texas. Lincoln Investment is a registered investment business based out of Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 financial advisors. It handles $15 billion in assets under management across its 200,217 accounts, making it one of the biggest firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which services the firm provides the client. Fee types billed by Lincoln Investment most likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Kimberly Myers Work History
Kimberly has been registered as a financial advisor for 0 years.*
Lincoln Investment
Self Employed- Kurioso Designs
Wells Fargo Advisors Financial Network, LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Compass Bank
Bbva Compass Insurance Agency Inc
Bbva Securities Inc
Bbva Wealth Solutions Inc
Lincoln Investment
Legend Advisory
Lincoln Investment
Legend Equities Corporation
Legend Advisory Corporation
Merrill Lynch, Pierce, Fenner & Smith Inc
Family Wealth Advisors Ica
Lincoln Financial Securities Corporation
Edward Jones
Farmers Insurance
Kalos Capitol
Inmaricopa
Savvy Solutions
Lpl Financial/Wealthnest Planners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kimberly Myers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lincoln Investment
Lombard, IL
Fairport, NY
Renton, WA
Renton, WA
Independence, OH
Schaumburg, IL
Stevensville, MI
Blackwood, NJ
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