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About this Advisor
Thomas Riley is a financial advisor based out of Schaumburg, Illinois with a total of 10 years of industry experience. Riley is on the advisory team at Lincoln Investment. They have worked at Lincoln Investment for all of their career. Riley has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Lincoln Investment is a financial advisory company operating out of Fort Washington, PA. It has offices in 354 locations and a total of 1,294 financial advisors. It manages $15 billion in total assets among its 200,217 accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 200,217 customer accounts, just 2% are held by high-net-worth individuals who have more than $1 million in investable assets. The company performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. Fee types billed by Lincoln Investment most likely are comprised of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lincoln Investment Brokerage Details
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 Riley Work History
Thomas has been registered as a financial advisor for 10 years.*
Lincoln Investment Planning
*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.
Please visit the SEC profile of Thomas Riley 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
Maria Stein, OH
Fort Washington, PA
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