Lincoln Financial Advisors Corporation

Investment Advisor
in Boston, MA

Answer a few questions and
get matched with an advisor.

Find an Advisor

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



Office Location

125 Summer Street Suite 1400
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management


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


MA Average: 46
Total Number of Accounts


MA Average: 1,775
Average Account Size


MA Average: $759,012

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started