Phillip
Burnette
Lincoln Investment
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About this Advisor
Phillip Burnette is a financial advisor working out of Henderson, North Carolina with 12 years of relevant experience. Burnette is currently employed by Lincoln Investment. Over the course of their career, they have held roles at Integon Insurance, Burnett Insurance Svc (Dba), Aag Securities, Inc and Lincoln Investment. Burnette holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in North Carolina. Lincoln Investment is a financial advisory company based in Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 employees. It oversees $15 billion in total assets between its 200,217 customer accounts, placing it among the largest firms in the country by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 200,217 accounts, just 2% belong to high-net-worth clients who have at least $1 million in assets available to invest. Lincoln Investment has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services are based on the financial services offered. However, fee types billed by Lincoln Investment likely consist of some blend of 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
Phillip Burnette Work History
Phillip has been registered as a financial advisor for 12 years.*
Lincoln Investment
Aag Securities, Inc
Burnett Insurance Svc (Dba)
Integon Insurance
*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 Phillip Burnette 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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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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