Andrew
Heron
Lincoln Investment
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About this Advisor
Andrew Heron is a financial advisor operating out of Brandon, Florida with a total of 3 years of relevant experience. Heron is an advisor for Lincoln Investment. During their career, the advisor has held roles at Transamerica Financial Advisors, Inc, World Financial Group, Inc, Td Bank, Ing, Andrew A Heron, Pricewaterhouse Coopers, LLC, Tabernacle Of Hope, Lincoln Investment and Capital Analysts. Heron maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Lincoln Investment is a registered investment firm based out of Fort Washington, PA. The investment advisory business has offices in 354 locations and a total of 1,294 financial advisors. It controls $15 billion in assets under management across its 200,217 accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 200,217 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Lincoln Investment has a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually are based on the type of financial services offered. Fees charged by Lincoln Investment can include 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 Heron Work History
Andrew has been registered as a financial advisor for 3 years.*
Lincoln Investment
Capital Analysts
World Financial Group, Inc
Andrew A Heron
Tabernacle Of Hope
Pricewaterhouse Coopers, LLC
Transamerica Financial Advisors, Inc
Td Bank
Ing
*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 Heron 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
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Blackwood, NJ
Jacksonville, FL
Stevensville, MI
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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