John
Webber

Lincoln Investment

CRD#2351289
Investment Advisor
in Woodland Hills, CA

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About this Advisor

John Webber is a financial advisor based in Woodland Hills, California, working with Lincoln Investment. John has previously held positions at Capital Analysts, Inc, Tower Insurance Center, Inc, and Lincoln Investment. John has passed the Series 63 regulatory exam and is registered to provide services in Tennessee. Currently, John is part of Lincoln Investment, which operates out of Woodland Hills, California. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

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

Office Location

21800 Burbank Blvd Suite 200
Woodland Hills, CA 91367

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

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

1,297

CA Average: 41
Total Number of Accounts

203,427

CA Average: 3,342
Average Account Size

$84,640

CA Average: $4,737,880

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

John Webber Work History

2012 - Present (12 years)

Lincoln Investment

1993 - Present (31 years)

Capital Analysts, Inc

1990 - Present (34 years)

Tower Insurance Center, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Webber 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 Lincoln Investment

Nellie Forst
Fort Washington, PA
Kimberly Cox
Lutz, FL
Brian Cranford
Winder, GA
Vereline Mcclaney
Freeport, NY
James Horris
Brookeville, MD
Sebastiano Mancarella
Ashburn, VA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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