Kathryn
Broy

Lincoln Financial Advisors Corporation

CRD#5932805
Investment Advisor
in Boston, MA

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About this Advisor

Kathryn Broy is a certified financial planner whose office is in Boston, Massachusetts. Currently a registered advisor with Lincoln Financial Advisors Corporation, they have accrued 10 years of professional experience. Broy maintains Series 66 and Series 63 licenses, designating the advisor as a securities broker. Broy is able to serve investors in Massachusetts. During their career, the advisor has held roles at Daly & Co, Empowered Retirement, Inc, Trovena, LLC, Allied Beacon Partners and Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is based out of Boston, Massachusetts, and operates out of 459 additional offices across the United States. As a company, Lincoln Financial Advisors Corporation oversees $22 billion in assets throughout 73,971 client accounts and employs more than 1,995 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 11,369 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 1% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Lincoln Financial Advisors Corporation can provide 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 may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

11 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

No

Office Location

125 Summer Street Suite 1400
Boston, MA 02110

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

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

1,995

MA Average: 46
Total Number of Accounts

73,971

MA Average: 1,775
Average Account Size

$301,270

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

Kathryn Broy Work History

Kathryn has 11 years of experience.

2015 - Present (5 years)

Lincoln Financial Advisors Corporation

2014 - 2015 (1 year)

Lincoln Financial Advisors Corporation

2013 - 2014 (1 year)

Empowered Retirement, Inc

2011 - 2013 (2 years)

Trovena, LLC

2011 - 2011 (< 1 year)

Allied Beacon Partners

2009 - 2011 (2 years)

Daly & Co

Disclosures

Kathryn Broy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

Derrick Nguyen
Irvine, CA
Austyn Whittenburg
Salt Lake City, UT
Brian Owens
Birmingham, AL
Daniel Becker
Addison, TX
James Tucker
Syracuse, NY
Dennis Malcolm
Houston, TX
Jordan Murray
San Ramon, CA
Andrew Lisi
Chicago, IL

This content was compiled from the SEC and FINRA.

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