Mark
Arlen

Lincoln Financial Advisors Corporation

CRD#1178923
Investment Advisor
in Denver, CO
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About this Advisor

Mark Arlen is a certified financial planner in Denver, Colorado. Currently an advisor with Lincoln Financial Advisors Corporation, they have gathered an impressive 35 years of professional experience as a financial advisor. Arlen has a Series 63 license, qualifying the advisor as a securities representative. Arlen can act as an advisor in Colorado, Texas and Ohio. Arlen has worked their entire career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is based out of Denver, Colorado, and has 412 brick-and-mortar locations in the country. In aggregate, Lincoln Financial Advisors Corporation manages $20 billion in assets dispersed across 63,280 accounts and employs more than 2,080 people. The amount of assets the firm manages makes it one of the biggest firms in the nation. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Financial Advisors Corporation can offer 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's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

35 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

8055 East Tufts Avenue Suite 1400
Denver, CO 80237

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

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

2,080

CO Average: 46
Total Number of Accounts

63,280

CO Average: 1,775
Average Account Size

$321,841

CO 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

Mark Arlen Work History

Mark has 35 years of experience.

1983 - Present (36 years)

Lincoln Financial Advisors Corporation

Disclosures

Mark Arlen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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