Samantha
Wells

Lincoln Investment

CRD#4853056
Investment Advisor
in Pensacola, FL

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About this Advisor

Samantha Wells is a financial advisor who works in Pensacola, Florida who has 6 years of relevant experience. Wells is an employee of Lincoln Investment. During their career, Wells has held roles at The Gabor Agency, Inc, Symetra Investment Services, Inc, Signator Investors, Inc and Lincoln Investment LLC. Wells maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Lincoln Investment is a business that has its headquarters in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 people on staff. It handles $15 billion in assets across its 200,217 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 36 charities and foundations. Of its 200,217 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely are based on the type of services provided. However, fees billed by Lincoln Investment likely consist of some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

Office Location

557 Northcreek Circle The Villages
Pensacola, FL 32514

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

FL Average: 41
Total Number of Accounts

200,217

FL Average: 3,342
Average Account Size

$76,696

FL Average: $4,737,880

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

Samantha Wells Work History

Samantha has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Lincoln Investment LLC

2004 - Present (20 years)

The Gabor Agency, Inc

2015 - 2016 (1 year)

Signator Investors, Inc

2004 - 2016 (12 years)

Symetra Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Samantha Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Bryan Alsbury
Renton, WA
Jordan Jackson
Iselin, NJ
Lisagrace Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH
Bryan Faller
Blackwood, NJ
Clayton Thompson
Jacksonville, FL
Gabriel Macias
Stevensville, MI
John Laurito
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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

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