Evan
Lincoln

Fisher Investments

CRD#6194094
Investment Advisor
in Redwood City, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Evan Lincoln is a financial advisor who works out of Redwood City, California with a total of 2 years of industry experience. Lincoln currently works for Fisher Investments. During their career, Lincoln has held roles at Fisher Investments, Babson College, Arlington Financial Advisors and University Of Westminster. Lincoln maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Fisher Investments is a financial advisory firm operating out of Plano, TX. The firm has offices in 14 locations and a total of 3,349 people on staff. It manages $192 billion in assets under management among its 269,289 customer accounts, making it one of the largest firms in the United States by assets under management. The firm serves 37 charitable organizations. Of its 269,289 customer accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Fisher Investments offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Fees for financial advisory services typically are based on which service is provided. Fees billed by Fisher Investments likely are comprised of any blend of asset-based and performance-based fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

13100 Skyline Blvd.
Redwood City, CA 94062

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Fisher Investments Brokerage Details

Total Assets Under Management

$192,398,103,714

CA Average: $3,042,739,679
Total Number of Employees

3,349

CA Average: 49
Total Number of Accounts

269,289

CA Average: 2,315
Average Account Size

$714,467

CA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Evan Lincoln Work History

Evan has been registered as a financial advisor for 2 years.*

2015 - Present (9 years)

Fisher Investments

2014 - 2015 (1 year)

Babson College

2013 - 2013 (< 1 year)

Arlington Financial Advisors

2013 - 2013 (< 1 year)

University Of Westminster

2012 - 2013 (1 year)

Babson College

*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 Evan Lincoln 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 Fisher Investments

Melissa Sullivan
Plano, TX
Abdulaziz Dakhil
Plano, TX
Marcel Dumont
Tampa, FL
Frank Fontanella
Marietta, GA
Brandon Ferree
Camas, WA
Jeffrey Pine
Plano, TX
Christopher Fuss
Plano, TX
Theodore Stern
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started