Thomas
Riley

Lincoln Investment

CRD#2489986
Investment Advisor
in Schaumburg, IL

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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

Series 63, Series 65

Years Registered*

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Schaumburg, IL

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

IL Average: $15,833,994,310
Total Number of Employees

1,294

IL Average: 41
Total Number of Accounts

200,217

IL Average: 3,342
Average Account Size

$76,696

IL Average: $4,737,880

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.*

2013 - Present (11 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.

Disclosures

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

Bryan Alsbury
Renton, WA
Jordan Jackson
Iselin, NJ
Lisagrace Alsbury
Renton, WA
Troy Prenger
Maria Stein, OH
Bryan Faller
Blackwood, NJ
Clayton Thompson
Jacksonville, FL
Gabriel Macias
Stevensville, MI
John Laurito
Fort Washington, PA

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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