About this Advisor
Christopher Willoughby is a financial advisor who works out of Palm Beach Gardens, Florida, who has been in the industry for 10 years. Willoughby is currently employed by Lincoln Investment. Their career trajectory has included roles at Legend Equities Corporation and Lincoln Investment. Willoughby has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Lincoln Investment is a firm operating in Palm Beach Gardens, Florida. The firm has offices in 401 locations and a total of 1,272 people on staff. It administers $13 billion in assets across its 168,783 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 19 charitable organizations. Of its 168,783 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in investable assets. The advisory firm offers 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. Financial advisory fee schedules largely vary depending on the services. However, fees billed by Lincoln Investment most likely consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment Brokerage Details
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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
Christopher Willoughby Work History
Christopher has 10 years of experience.
Legend Equities Corporation
Christopher Willoughby has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lincoln Investment
Fort Washington, PA
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