Robert
Studin

Lincoln Financial Advisors Corporation

CRD#1467966
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Studin is a certified financial planner and chartered financial consultant working in Atlanta, Georgia, who has been in the advisory business for 33 years. Studin is currently employed by Lincoln Financial Advisors Corporation. Their career trajectory has included roles at The Lincoln National Life Insurance Company, Lincoln Financial Advisors Corporation and First Financial Group. Studin maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama and Georgia. Lincoln Financial Advisors Corporation is an advisory company that has its headquarters in Atlanta, Georgia. The investment advisory business has offices in 412 locations and a total of 2,080 advisors. It administers $20 billion in total assets among its 63,280 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 68 charitable organizations. Of its 63,280 accounts, just 9% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fee schedules are based on which services the firm provides the client. However, fee types billed by Lincoln Financial Advisors Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

33 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

Yes

Office Location

300 Galleria Parkway Se Suite 900
Atlanta, GA 30339

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

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

1,995

GA Average: 46
Total Number of Accounts

73,971

GA Average: 1,775
Average Account Size

$301,270

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
  • Educational seminars/workshops
  • Other

Robert Studin Work History

Robert has 33 years of experience.

1994 - Present (25 years)

The Lincoln National Life Insurance Company

1994 - Present (25 years)

Lincoln Financial Advisors Corporation

1985 - Present (34 years)

First Financial Group

Disclosures

Robert Studin has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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