Briggs
Matsko

Lincoln Financial Advisors Corporation

CRD#833141
Investment Advisor
in Sacramento, CA
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About this Advisor

Briggs Matsko is a certified financial planner based in Sacramento, California. Currently a registered advisor at Lincoln Financial Advisors Corporation, they have accumulated a notable 41 years of experience as a financial advisor. Matsko has a Series 63 license, which qualifies them as a securities broker. Matsko is able to serve investors in California and Oklahoma. Matsko has spent their complete career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Sacramento, California, and has 412 other locations throughout the nation. In aggregate, Lincoln Financial Advisors Corporation oversees $20 billion in assets throughout 63,280 client accounts and employs more than 2,080 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Financial Advisors Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

41 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8880 Cal Center Drive Suite 220
Sacramento, CA 95826-3229

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

CA Average: $1,347,246,178
Total Number of Employees

1,995

CA Average: 46
Total Number of Accounts

73,971

CA Average: 1,775
Average Account Size

$301,270

CA Average: $759,012

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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
  • Educational seminars/workshops
  • Other

Briggs Matsko Work History

Briggs has 41 years of experience.

1977 - Present (42 years)

Lincoln Financial Advisors Corporation

Disclosures

Briggs Matsko has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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