Loyd
Rawls

Lincoln Investment

CRD#371614
Investment Advisor
in Woodland Hills, CA

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About this Advisor

Loyd Rawls is a financial advisor operating in Woodland Hills, California with a total of 11 years of relevant experience. Rawls is an employee of Lincoln Investment. During their career, Rawls has held roles at Lincoln Financial Advisors Corporation, Capital Analysts Inc and Lincoln Investment. Rawls maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Lincoln Investment is a business operating out of Fort Washington, PA. It has offices in 354 locations and a total of 1,294 people on staff. It oversees $15 billion in assets under management across its 200,217 accounts, making it one of the largest firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 200,217 accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. Lincoln Investment performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules are based on the financial services. Fee types charged by Lincoln Investment can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 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

Office Location

21800 Burbank Blvd Suite 200
Woodland Hills, CA 91367

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

CA Average: 41
Total Number of Accounts

200,217

CA Average: 3,342
Average Account Size

$76,696

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

Loyd Rawls Work History

Loyd has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Lincoln Investment

2006 - Present (18 years)

Capital Analysts Inc

1998 - Present (26 years)

Lincoln Financial Advisors Corporation

*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 Loyd Rawls 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

Austin Vander Meer
Royal Oak, MI
Ian Gregg
North Palm Beach, FL
Eric Giosa
Farmington, MI
Matthew Romano
Fort Washington, PA
Sage Bleakney
Tallahassee, FL
Roger Miller
Independence, OH
Terri Trotta
Fairport, NY
John Laurito
Fort Washington, PA

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.

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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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