Osvaldo
Hernandez
Lincoln Investment
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About this Advisor
Osvaldo Hernandez is a financial advisor operating out of New Orleans, Louisiana with a total of 4 years of relevant experience. Hernandez is currently employed by Lincoln Investment. During their career, the advisor has held roles at The Prudential Insurance Company Of America, Pruco Securities, LLC, Legend Equities Corporation, Legend Advisory Corporation and Lincoln Investment. Hernandez has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Louisiana. Lincoln Investment is a financial advisory company operating out of Fort Washington, PA. The firm has offices in 354 locations and a total of 1,294 financial advisors. It administers $15 billion in assets between its 200,217 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 36 charities and foundations. Of its 200,217 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets. Lincoln Investment offers a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services typically depend on the type of financial services provided. Fee types charged by Lincoln Investment can include some 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
Osvaldo Hernandez Work History
Osvaldo has been registered as a financial advisor for 4 years.*
Lincoln Investment
Legend Equities Corporation
Legend Advisory Corporation
The Prudential Insurance Company Of America
Pruco Securities, LLC
*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 Osvaldo Hernandez 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
Schaumburg, IL
Renton, WA
Maria Stein, OH
Blackwood, NJ
Independence, OH
Stevensville, MI
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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