Bruce
Chadbourne

Lincoln Financial Advisors Corporation

CRD#1318767
Investment Advisor
in Orlando, FL
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About this Advisor

Bruce Chadbourne is a certified financial planner whose office is in Orlando, Florida. Currently an advisor with Lincoln Financial Advisors Corporation, Chadbourne has 20 years of work experience. Chadbourne maintains a Series 63 license, certifying the advisor as a securities broker. Chadbourne can act as a financial advisor in Florida. Chadbourne has worked their entire career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Orlando, Florida, and has 412 other brick-and-mortar locations throughout the nation. As a company, Lincoln Financial Advisors Corporation oversees $20 billion in assets across 63,280 client accounts and employs more than 2,080 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisor firm's investors are high-net-worth individuals, meaning they have more than $1 million in capital. Lincoln Financial Advisors Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1900 Summit Tower Boulevard Suite 170
Orlando, FL 32810

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

FL Average: $1,347,246,178
Total Number of Employees

1,995

FL Average: 46
Total Number of Accounts

73,971

FL Average: 1,775
Average Account Size

$301,270

FL Average: $759,012

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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
  • Educational seminars/workshops
  • Other

Bruce Chadbourne Work History

Bruce has 20 years of experience.

1998 - Present (21 years)

Lincoln Financial Advisors Corporation

Disclosures

Bruce Chadbourne has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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