Garrett
Smith
Lincoln Investment
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About this Advisor
Garrett Smith is a financial advisor based in New Albany, Indiana, working with Lincoln Investment. Garrett has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Parkland Securities Company, Lincoln Investment, and Shepherd Financial Investment Advisory LLC. Garrett has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Indiana. Currently, Garrett is part of Lincoln Investment, which operates out of New Albany, Indiana. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Garrett Smith Work History
Lincoln Investment
Shepherd Financial Investment Advisory LLC
Parkland Securities Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Disclosures
Please visit the SEC profile of Garrett Smith to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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