Bailey
Wall
Lincoln Investment
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About this Advisor
Bailey Wall is a financial advisor based in Jacksonville, Florida who has 1 year of relevant experience. Wall currently works for Lincoln Investment. Their career trajectory has included roles at Fidelity Investments, Herc Rentals, Appalachian State University, Appalachian Fund, The Village Cafe, Yulee High School, Kim Wilson, Florida State College At Jacksonville, Lincoln Investment and Capital Analysts. Wall has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Florida. Lincoln Investment is a registered investment company based out of Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in assets among its 200,217 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 36 charitable organizations. Of its 200,217 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. Lincoln Investment has a diverse 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. A financial advisor's fees largely vary depending on which service is provided. However, fees billed by Lincoln Investment most likely include 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
Bailey Wall Work History
Bailey has been registered as a financial advisor for 1 years.*
Capital Analysts
Lincoln Investment
Fidelity Investments
Kim Wilson
Herc Rentals
Herc Rentals
Herc Rentals
Appalachian State University
The Village Cafe
Appalachian Fund
Appalachian State University
Florida State College At Jacksonville
Yulee High School
*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 Bailey Wall 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
Independence, OH
Horsham, PA
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Independence, OH
Blackwood, NJ
Stevensville, MI
Renton, WA
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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