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, with 12 years of financial industry experience. Fournaris works at Lincoln Financial Securities Corporation. During their career, the advisor has held roles at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Aim Systems, Inc, The Leaders Group, Inc, National Life Group, Equity Services, Inc, Lincoln Financial Securities, Inc, Principal Securities Inc, Mercury Financial Group and Principal Life Insurance Company. Fournaris maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to serve investors in Georgia. Lincoln Financial Securities Corporation is an advisory company that has its headquarters in Canton, Georgia. The investment advisory business has offices in 255 locations and a total of 796 employees. It controls $5 billion in total assets between its 18,095 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 11 charities and foundations. The business 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 management fee schedules largely vary depending on which service is provided. Fee types charged by Lincoln Financial Securities Corporation most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

12 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

$4,873,015,410

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

796

GA Average: 46
Total Number of Accounts

18,095

GA Average: 1,775
Average Account Size

$269,302

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 12 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 Securities Inc

2018 - 2018 (< 1 year)

Principal Life Insurance Company

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

Andrew Thom
Philadelphia, PA
Andrew Strasburg
Wapakoneta, OH
Matthew Ebbecke
Warrington, PA
Austin Vealey
Ocala, FL
Sebastian Bunster
Raleigh, NC
Kevin Birt
Hamburg, NY
Mason Hardy
Columbia, SC
Derek Wilson
Placentia, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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