Nicholas
Fournaris

Lincoln Financial Securities Corporation

CRD#2267085
Investment Advisor
in Canton, GA

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About this Advisor

Nicholas Fournaris is a financial advisor operating in Canton, Georgia, who has been in the advisory business for 10 years. Fournaris currently works for Lincoln Financial Securities Corporation. During their career, Fournaris has held roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, National Life Group, Equity Services, Inc, Lincoln Financial Securities, Inc, Aim Systems, Inc, The Leaders Group, Inc, Mercury Financial Group, Principal Life Insurance Company and Principal Securities Inc. Fournaris has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Georgia. Lincoln Financial Securities Corporation is an advisory business based out of Canton, Georgia. The company has offices in 293 locations and a total of 943 financial advisors. It handles $3 billion in assets under management across its 15,310 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 16 charitable organizations. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fee schedules typically are based on the type of services provided. Fees charged by Lincoln Financial Securities Corporation most likely consist of some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Canton, GA

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

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

943

GA Average: 46
Total Number of Accounts

15,310

GA Average: 1,775
Average Account Size

$219,241

GA 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
  • Other

Nicholas Fournaris Work History

Nicholas has 10 years of experience.

2019 - Present (3 years)

Lincoln Financial Securities, Inc

2019 - 2019 (< 1 year)

Equity Services, Inc

2018 - 2019 (1 year)

National Life Group

2018 - 2018 (< 1 year)

Principal Life Insurance Company

2018 - 2018 (< 1 year)

Principal Securities Inc

2017 - 2018 (1 year)

Mercury Financial Group

2015 - 2017 (2 years)

Aim Systems, Inc

2015 - 2018 (3 years)

The Leaders Group, Inc

2010 - 2015 (5 years)

Hornor Townsend & Kent Inc

2010 - 2015 (5 years)

Penn Mutual Life Insurance Co

Disclosures

Nicholas Fournaris has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Joseph Seegers
Wilmington, NC
Stephen Javaras
Leominster, MA
Timothy Thompson
Cape Elizabeth, ME
Robert Cooper
Chattanooga, TN
Thomas Faircloth
Greenville, SC
Bryan Pollock
Raleigh, NC
Michael Whalen
Wexford, PA
Ronald Kaper
Myrtle Beach, SC

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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