Delton
Stevens

Lincoln Investment

CRD#435830
Investment Advisor
in San Diego, CA
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About this Advisor

Delton Stevens is an investment advisor who is based in San Diego, California. Currently an advisor with Lincoln Investment, Stevens has an impressive 45 years of professional experience as a financial advisor. Stevens maintains a Series 63 license, designating them as a securities agent. Stevens is registered to operate in California. Their career trajectory has included roles at Mutual Benefit Life, Sun Life Of Canada, Capital Analysts, Inc and Lincoln Investment. Lincoln Investment is headquartered in San Diego, California, and operates out of 427 other brick-and-mortar locations across the country. In aggregate, Lincoln Investment oversees $8 billion in assets across 113,080 client accounts and employs more than 1,231 people. The level of assets currently under the firm's management places it among the largest firms in the United States. The firm manages 52,887 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Lincoln Investment can provide 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

45 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

Delton Stevens Work History

Delton has 45 years of experience.

2012 - Present (7 years)

Lincoln Investment

1997 - Present (22 years)

Capital Analysts, Inc

1993 - Present (26 years)

Sun Life Of Canada

1973 - Present (46 years)

Mutual Benefit Life

Disclosures

Delton Stevens has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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