Norman
Tiano

Lincoln Investment

CRD#2317736
Investment Advisor
in Carlsbad, CA
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About this Advisor

Norman Tiano is a financial advisor working out of Carlsbad, California, who has been in the financial industry for 26 years. Tiano is an employee of Lincoln Investment. Over the course of their career, Tiano has held roles at Sun Financial Group, Capital Analysts, Inc and Lincoln Investment. Tiano holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in California. Lincoln Investment is a business operating out of Carlsbad, California. The firm has offices in 427 locations and a total of 1,231 employees. It administers $8 billion in total assets across its 113,080 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 44 charities and foundations. Of its 113,080 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually vary depending on which service is offered. Fee types billed by Lincoln Investment likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

26 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

Disclosures

No

Office Location

Carlsbad, CA

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Lincoln Investment Brokerage Details

Total Assets Under Management

$9,038,434,767

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

1,279

CA Average: 41
Total Number of Accounts

139,067

CA Average: 3,342
Average Account Size

$64,993

CA Average: $4,737,880

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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

Norman Tiano Work History

Norman has 26 years of experience.

2012 - Present (7 years)

Lincoln Investment

1997 - Present (22 years)

Capital Analysts, Inc

1992 - Present (27 years)

Sun Financial Group

Disclosures

Norman Tiano has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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