Andrew
Cooper
Lincoln Investment
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About this Advisor
Andrew Cooper is a financial advisor working in Lutz, Florida, with 9 years of relevant experience. Cooper is an employee of Lincoln Investment. Over the course of their career, they have held roles at Ameriprise Financial Services, Lincoln Investment, Robinson & Assoc and Cooper'S Financial Services Inc. Cooper holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Lincoln Investment is a financial advisory firm based in Fort Washington, PA. The investment advisory business has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in assets among its 200,217 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 200,217 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The business has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules usually are based on the type of services provided. However, fee types charged by Lincoln Investment likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Andrew Cooper Work History
Andrew has been registered as a financial advisor for 9 years.*
Lincoln Investment
Robinson & Assoc
Cooper'S Financial Services Inc
Ameriprise Financial Services
*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 Andrew Cooper 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
Lombard, IL
Independence, OH
Jacksonville, FL
Iselin, NJ
Fairport, NY
Blackwood, NJ
Renton, WA
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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