Faith
Arter

Lincoln Financial Advisors Corporation

CRD#1266986
Investment Advisor
in Boston, MA
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About this Advisor

Faith Arter is an investment advisor in Boston, Massachusetts. Currently a registered financial advisor with Lincoln Financial Advisors Corporation, they have accrued an impressive 37 years of work experience. Arter maintains a Series 63 license, designating them as a securities agent. Arter can work with clients based out of Massachusetts. Over the course of their career, they have held roles at Arter Financial Strategies and Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corporation is headquartered in Boston, Massachusetts, and has 412 other brick-and-mortar locations across the nation. As a registered investment firm, Lincoln Financial Advisors Corporation oversees $20 billion in assets dispersed across 63,280 accounts and retains more than 2,080 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the advisory firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Financial Advisors Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

37 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

125 Summer Street Suite 1400
Boston, MA 02110

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

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

2,080

MA Average: 46
Total Number of Accounts

63,280

MA Average: 1,775
Average Account Size

$321,841

MA 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
  • Educational seminars/workshops
  • Other

Faith Arter Work History

Faith has 37 years of experience.

2003 - Present (16 years)

Lincoln Financial Advisors Corp

1981 - Present (38 years)

Arter Financial Strategies

Disclosures

Faith Arter has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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