Lincoln Financial Advisors Corporation
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About this Advisor
Jeff Maas is a certified financial planner and chartered financial consultant operating in Sacramento, California, with 14 years in the industry. Maas is an employee of Lincoln Financial Advisors Corporation. They have spent their complete career at Lincoln Financial Advisors Corporation. Maas has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in California. Lincoln Financial Advisors Corporation is a registered investment business based in Sacramento, California. The firm has offices in 412 locations and a total of 2,080 financial advisors. It controls $20 billion in assets among its 63,280 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides services to 68 charities and foundations. Of its 63,280 accounts, just 9% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advice depend on which service is provided. Fees billed by Lincoln Financial Advisors Corporation likely consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Financial Advisors Corporation 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
- Educational seminars/workshops
Jeff Maas Work History
Jeff has 14 years of experience.
Lincoln Financial Advisors
Jeff Maas has disclosures.
Please visit their SEC profile for more details.