June
Lincoln

Pfs Investments Inc

CRD#5590280
Investment Advisor
in Bettendorf, IA

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About this Advisor

June Lincoln is a financial advisor working in Bettendorf, Iowa with a total of 11 years of industry experience. Lincoln works at Pfs Investments Inc. The advisor has gained experience at Pfs Investments Inc, Primerica Financial Services and Amerifile. Lincoln holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa. Pfs Investments Inc is a registered investment business that has its headquarters in Duluth, GA. The company has offices in 1,646 locations and a total of 3,449 employees. It manages $7 billion in total assets across its 56,552 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 56,552 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets. Pfs Investments Inc offers portfolio management for individuals and small businesses. A financial advisor's fees typically are based on which services the firm provides the client. Fee types charged by Pfs Investments Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2435 E Kimberly Rd Ste 175
Bettendorf, IA 52722

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Pfs Investments Inc Brokerage Details

Total Assets Under Management

$7,088,085,794

IA Average: $3,570,121,308
Total Number of Employees

3,449

IA Average: 58
Total Number of Accounts

56,552

IA Average: 1,608
Average Account Size

$125,337

IA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

June Lincoln Work History

June has been registered as a financial advisor for 11 years.*

2008 - Present (16 years)

Pfs Investments Inc

2008 - Present (16 years)

Primerica Financial Services

2011 - 2019 (8 years)

Amerifile

*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 June Lincoln 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 Primerica Advisors

Mary Schulz
West Chester, OH
Malkah Glasgow
Valley Stream, NY
Walter Mcnall
Clifton Park, NY
Dina Rubakha
Hiawatha, IA
David Johnstun
Houston, TX
Hylton Davis
Orlando, FL
Bradley Geltzer
Orlando, FL
Brett Sowers
Rochester, MI

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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