Wilson
Lea

Lincoln Financial Advisors Corporation

CRD#3173971
Investment Advisor
in Los Angeles, CA
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About this Advisor

Wilson Lea is a certified financial planner located in Los Angeles, California. Currently an advisor at Lincoln Financial Advisors Corporation, Lea has 15 years of experience as a registered investment advisor. Lea holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lea is registered to advise investors based out of California and Texas. Lea has worked their entire career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is based out of Los Angeles, California, and operates out of 412 locations in the nation. As an advisor firm, Lincoln Financial Advisors Corporation oversees $20 billion in assets across 63,280 accounts and employs more than 2,080 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lincoln Financial Advisors Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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

633 West Fifth Street Suite 2887
Los Angeles, CA 90071

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

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

2,080

CA Average: 46
Total Number of Accounts

63,280

CA Average: 1,775
Average Account Size

$321,841

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

Wilson Lea Work History

Wilson has 15 years of experience.

2003 - Present (16 years)

Lincoln Financial Advisors

Disclosures

Wilson Lea has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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