Scott
Irwin

Lincoln Financial Securities Corporation

CRD#2839414
Investment Advisor
in Bossier City, LA

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About this Advisor

Scott Irwin is a certified financial planner operating in Bossier City, Louisiana, with 12 years of professional experience. Irwin is an advisor for Lincoln Financial Securities Corporation. During their career, Irwin has held roles at Irwin Investments LLC and Lincoln Financial Securities Corporation. Irwin has a Series 63 license, qualifying them as a securities agent, and can operate in Louisiana and Texas. Lincoln Financial Securities Corporation is an advisory firm that has its headquarters in Bossier City, Louisiana. The firm has offices in 255 locations and a total of 796 financial advisors. It has $5 billion in total assets among its 18,095 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Lincoln Financial Securities Corporation offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees typically are based on the financial services provided. Fee types billed by Lincoln Financial Securities Corporation most likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Bossier City, LA

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$4,873,015,410

LA Average: $1,347,246,178
Total Number of Employees

796

LA Average: 46
Total Number of Accounts

18,095

LA Average: 1,775
Average Account Size

$269,302

LA Average: $759,012

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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
  • Other

Scott Irwin Work History

Scott has 12 years of experience.

2010 - Present (12 years)

Irwin Investments LLC

2010 - Present (12 years)

Lincoln Financial Securities Corporation

Disclosures

Scott Irwin has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Matthew Ebbecke
Warrington, PA
Andrew Strasburg
Wapakoneta, OH
Austin Vealey
Ocala, FL
Andrew Thom
Philadelphia, PA
Sebastian Bunster
Raleigh, NC
Robert Kimmel
Newport Beach, CA
Megan Pumphrey
Round Rock, TX
Kevin Birt
Hamburg, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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