Brian
Haubenstock

Lincoln Investment

CRD#1112179
Investment Advisor
in San Diego, CA
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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

Series 63, Chartered Financial Consultant

Years of Experience

21 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

9915 Mira Mesa Blvd. Suite 110
San Diego, CA 92131

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

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

1,279

CA Average: 41
Total Number of Accounts

139,067

CA Average: 3,342
Average Account Size

$64,993

CA 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

Brian Haubenstock Work History

Brian has 21 years of experience.

2012 - Present (7 years)

Lincoln Investment

1997 - 2012 (15 years)

Capital Analysts, Inc

Disclosures

Brian Haubenstock has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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