Lincoln Financial Advisors Corporation
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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
Years of Experience
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Lincoln Financial Advisors Corporation Brokerage Details
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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
Faith Arter Work History
Faith has 37 years of experience.
Lincoln Financial Advisors Corp
Arter Financial Strategies
Faith Arter has disclosures.
Please visit their SEC profile for more details.