Judy
Smith

Lincoln Financial Advisors Corporation

CRD#1735061
Investment Advisor
in San Diego, CA
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About this Advisor

Judy Smith is a certified financial planner in San Diego, California. Currently an investment advisor at Lincoln Financial Advisors Corporation, Smith has an impressive 31 years of professional experience. Smith has a Series 63 license, which qualifies them as a securities broker. Smith is able to work with clients in California. Smith has worked their career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in San Diego, California, and has 412 other brick-and-mortar locations throughout the country. In aggregate, Lincoln Financial Advisors Corporation manages $20 billion in assets throughout 63,280 accounts and retains more than 2,080 people. The firm's total assets under management places it among the largest financial advisory firms in the nation. The firm manages 9,855 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lincoln Financial Advisors Corporation can offer 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

31 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

2020 Camino Del Rio North Suite 800
San Diego, CA 92108

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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

Judy Smith Work History

Judy has 31 years of experience.

1987 - Present (32 years)

Lincoln Financial Advisors Corporation

Disclosures

Judy Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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