Nancy
Fletcher

Lincoln Financial Advisors Corporation

CRD#1377760
Investment Advisor
in Sacramento, CA
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About this Advisor

Nancy Fletcher is a certified financial planner who works in Sacramento, California, who has been in the industry for 33 years. Fletcher is currently employed by Lincoln Financial Advisors Corporation. They have spent their complete career at Lincoln Financial Advisors Corporation. Fletcher maintains a Series 63 license, designating them as a securities broker, and can operate in California and Texas. Lincoln Financial Advisors Corporation is an advisory business operating out of Sacramento, California. It has offices in 412 locations and a total of 2,080 employees. It controls $20 billion in total assets among its 63,280 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 68 charitable organizations. Of its 63,280 accounts, just 9% belong to high-net-worth clients who have greater than $1 million in investable assets. The company performs a wide range 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 charged by financial advisors largely are based on which services the firm provides the client. However, fees billed by Lincoln Financial Advisors Corporation likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

33 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

8880 Cal Center Drive Suite 220
Sacramento, CA 95826-3229

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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

Nancy Fletcher Work History

Nancy has 33 years of experience.

1985 - Present (34 years)

Lincoln Financial Advisors Corporation

Disclosures

Nancy Fletcher has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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