Robert
Kimmel

Lincoln Financial Securities Corporation

CRD#3094471
Investment Advisor
in Newport Beach, CA

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About this Advisor

Robert Kimmel is a certified financial planner operating in Newport Beach, California, with 10 years of work experience. Kimmel is currently employed by Lincoln Financial Securities Corporation. Kimmel has gained experience at Merrill Lynch, Pierce, Fenner And Smith, Inc, Montage, Jpmorgan Securities LLC and Unionbanc Investment Services. Kimmel has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in California. Lincoln Financial Securities Corporation is a registered investment company headquartered in Newport Beach, California. It has offices in 293 locations and a total of 943 people on staff. It manages $3 billion in assets across its 15,310 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises 16 charities and foundations. The advisory firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management vary depending on which services the firm provides the client. Fee types charged by Lincoln Financial Securities Corporation can be comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

2436 West Coast Highway Suite 201
Newport Beach, CA 92663-4718

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

CA Average: $1,347,246,178
Total Number of Employees

943

CA Average: 46
Total Number of Accounts

15,310

CA Average: 1,775
Average Account Size

$219,241

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
  • Other

Robert Kimmel Work History

Robert has 10 years of experience.

2017 - 2019 (2 years)

Unionbanc Investment Services

2015 - 2017 (2 years)

Jpmorgan Securities LLC

2011 - 2015 (4 years)

Merrill Lynch, Pierce, Fenner And Smith, Inc

2010 - 2011 (1 year)

Montage

Disclosures

Robert Kimmel has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Michael Whalen
Wexford, PA
Ryan Pellegrino
Parsippany, NJ
Frank Germano
East Hartford, CT
Nathan Lee
Douglassville, PA
Andy Schink
Wexford, PA
Alfredo Perez
Rincon, PR
Curtis Catlin
Orange Park, FL
Nicholas Fournaris
Canton, GA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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