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About this Advisor
Brian Haubenstock is an investment advisor who is based out of San Diego, California. Currently a registered investment advisor with Lincoln Investment, Haubenstock has a notable 21 years of experience as a registered advisor. Haubenstock maintains a Series 63 license, which designates them as a securities representative. Haubenstock is registered to work with clients based out of California. Over the course of their career, they have held roles at Capital Analysts, Inc and Lincoln Investment. Lincoln Investment is headquartered in San Diego, California, and has 427 offices in the United States. Overall, Lincoln Investment oversees $8 billion in assets throughout 113,080 accounts and retains more than 1,231 people. The firm's total assets under management makes it one of the largest financial advisory firms in the country. 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 clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Investment can offer 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
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
Brian Haubenstock Work History
Brian has 21 years of experience.
Capital Analysts, Inc
Brian Haubenstock has no disclosures.
Please visit their SEC profile for more details.