Alex
Sylvester
Lincoln Investment
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About this Advisor
Alex Sylvester is a financial advisor operating in Carmel, Indiana, with 3 years of industry experience. Sylvester is on the advisory team at Lincoln Investment. The advisor has gained experience at Lincoln Investment Planning, Lpl Financial LLC and Neace Lukens. Sylvester holds Series 63 and Series 66 licenses, designating them as a securities agent, and can advise clients in Indiana. Lincoln Investment is an advisory business operating out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in assets across its 200,217 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 200,217 accounts, just 2% are associated with high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types charged by Lincoln Investment can include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Alex Sylvester Work History
Alex has been registered as a financial advisor for 3 years.*
Lincoln Investment Planning
Lpl Financial LLC
Neace Lukens
*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 Alex Sylvester 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
Iselin, NJ
Independence, OH
Maria Stein, OH
Renton, WA
Lombard, IL
Schaumburg, IL
Renton, WA
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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