Thomas
Faulkner
Lincoln Investment
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About this Advisor
Thomas Faulkner is a financial advisor working in Orlando, Florida with 11 years of industry experience. Faulkner is currently employed by Lincoln Investment. Over the course of their career, Faulkner has held roles at Lincoln Investment, The Rawls Group and Thomas J. Faulkner. Faulkner maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Georgia. Lincoln Investment is an advisory business that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 people on staff. It has $15 billion in assets among its 200,217 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 200,217 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Lincoln Investment offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on which services are provided. However, fees billed by Lincoln Investment most likely include 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
Thomas Faulkner Work History
Thomas has been registered as a financial advisor for 11 years.*
Thomas J. Faulkner
The Rawls Group
Lincoln Investment
The Rawls Group
*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 Thomas Faulkner 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
Independence, OH
Schaumburg, IL
Jacksonville, FL
Lombard, IL
Fort Washington, PA
Maria Stein, OH
Renton, WA
Renton, WA
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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