Stuart
Farb

Lincoln Financial Advisors Corporation

CRD#819046
Investment Advisor
in Orlando, FL
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About this Advisor

Stuart Farb is an investment advisor who works out of Orlando, Florida. Currently an advisor at Lincoln Financial Advisors Corporation, Farb has an impressive 44 years of professional experience. Farb has a Series 63 license, qualifying them as a securities representative. Farb is registered to act as an advisor in Florida. Farb has spent their career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is located in Orlando, Florida, and operates out of 412 additional brick-and-mortar locations throughout the nation. As a firm, Lincoln Financial Advisors Corporation manages $20 billion in assets dispersed across 63,280 client accounts and retains more than 2,080 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 9,855 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Financial Advisors Corporation provides 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, Chartered Financial Consultant

Years of Experience

44 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

$20,366,072,529

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

2,080

FL Average: 46
Total Number of Accounts

63,280

FL Average: 1,775
Average Account Size

$321,841

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

Stuart Farb Work History

Stuart has 44 years of experience.

1974 - Present (45 years)

Lincoln Financial Advisors Corporation

Disclosures

Stuart Farb has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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