Benjamin
Wuerffel
Lincoln Investment
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About this Advisor
Benjamin Wuerffel is a financial advisor based in Jacksonville, Florida, working with Lincoln Investment. Benjamin has previously held positions at Krier Wealth Management, Capital Analysts Inc, Capital Analysts Of Jacksonville, Inc, and Lincoln Investment. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Benjamin is part of Lincoln Investment, which operates out of Jacksonville, Florida. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Benjamin Wuerffel Work History
Lincoln Investment
Capital Analysts Inc
Krier Wealth Management
Capital Analysts Of Jacksonville, Inc
Disclosures
Please visit the SEC profile of Benjamin Wuerffel 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
Fort Washington, PA
Lutz, FL
Winder, GA
Freeport, NY
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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