Andrew
Oden
Lincoln Investment
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About this Advisor
Andrew Oden is a financial advisor operating in Pompano Beach, Florida who has 4 years of industry experience. Oden currently works for Lincoln Investment. During their career, the advisor has held roles at Lincoln Investment, Strategic Asset Management Group Advisors and Capital Analysts Inc. Oden holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Florida. Lincoln Investment is a registered investment firm operating out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 financial advisors. It oversees $15 billion in total assets across its 200,217 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 200,217 customer accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets. The company has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on which services the firm provides the client. Fees billed by Lincoln Investment most likely include some 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 Oden Work History
Andrew has been registered as a financial advisor for 4 years.*
Strategic Asset Management Group Advisors
Capital Analysts Inc
Strategic Asset Management Group Advisors
Lincoln Investment
Strategic Asset Management Group Advisors
Strategic Asset Management Group Advisors
*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 Oden 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
Renton, WA
Iselin, NJ
Blackwood, NJ
Schaumburg, IL
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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