Chase
Polly
Lincoln Investment
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About this Advisor
Chase Polly is a financial advisor based in North Palm Beach, Florida, working with Lincoln Investment. Chase has previously held positions at Horace Mann Investors, Inc, First Choice Insurance & Financial Services, Lincoln Investment, Capital Analysts, and P.S. Insurance Agency, LLC. Chase has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Chase is part of Lincoln Investment, which operates out of North Palm Beach, 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
Chase Polly Work History
Lincoln Investment
Capital Analysts
P.S. Insurance Agency, LLC
First Choice Insurance & Financial Services
Horace Mann Investors, Inc
Disclosures
Please visit the SEC profile of Chase Polly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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