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About this Advisor
Sage Bleakney is a financial advisor operating in Tallahassee, Florida with a total of 7 years of industry experience. Bleakney is an advisor for Lincoln Investment. Over the course of their career, Bleakney has held roles at Morgan Stanley, Quintiles Transnational Corp, Professional Business Publications, Party Fair, Morgan Stanley Private Bank, N.A and Lincoln Investment. Bleakney has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Pennsylvania and Texas. Lincoln Investment is a financial advisory firm based out of Fort Washington, PA. The investment advisory business has offices in 354 locations and a total of 1,294 advisors. It oversees $15 billion in assets across its 200,217 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees typically depend on which services are offered. However, fees billed by Lincoln Investment likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lincoln Investment Brokerage Details
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
Sage Bleakney Work History
Sage has been registered as a financial advisor for 7 years.*
Morgan Stanley Private Bank, N.A
Quintiles Transnational Corp
Professional Business Publications
*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.
Please visit the SEC profile of Sage Bleakney 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
North Palm Beach, FL
Maria Stein, OH
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 firstname.lastname@example.org.
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