Peter
Perini
Lincoln Investment
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About this Advisor
Peter Perini is a financial advisor operating out of Rockville, Maryland. Perini works at Lincoln Investment. Their career trajectory has included roles at Lincoln Investment, 2 Oceans Promotions, Chipotle, Tg Designs, Anheiser-Busch/Neato Agency, Quarry Wine & Spirits, Sagsa, S.P.A, University Of Maryland, Perini Design (Self-Employment) and Ebay Seller. Perini maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland. Lincoln Investment is a firm headquartered in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 financial advisors. It oversees $15 billion in assets under management between its 200,217 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 200,217 customer accounts, just 2% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Lincoln Investment performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fee types charged by Lincoln Investment most likely are comprised of 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
Peter Perini Work History
Peter has been registered as a financial advisor for 0 years.*
Lincoln Investment
Ebay Seller
Quarry Wine & Spirits
Tg Designs
Chipotle
2 Oceans Promotions
Perini Design (Self-Employment)
Anheiser-Busch/Neato Agency
University Of Maryland
Sagsa, S.P.A
University Of Maryland
*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 Peter Perini 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
Independence, OH
Independence, OH
Iselin, NJ
Lombard, IL
Fairport, NY
Fort Washington, PA
Renton, WA
Renton, WA
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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