Lincoln Financial Securities Corporation
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
Years of Experience
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Lincoln Financial Securities Corporation Brokerage Details
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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
Robert Kimmel Work History
Robert has 10 years of experience.
Unionbanc Investment Services
Jpmorgan Securities LLC
Merrill Lynch, Pierce, Fenner And Smith, Inc
Robert Kimmel has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lincoln Financial Securities Corporation
East Hartford, CT
Orange Park, FL
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.