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 working in Boston, Massachusetts, with 10 years of professional experience. Broy is an advisor for Lincoln Financial Advisors Corporation. Over the course of their career, Broy has held roles at Daly & Co, Liberty Mutual, Empowered Retirement, Inc, Trovena, LLC, Allied Beacon Partners and Lincoln Financial Advisors Corporation. Broy holds Series 66 and Series 63 licenses, which qualify them as a securities representative, and is registered to advise clients in Massachusetts. Lincoln Financial Advisors Corporation is a firm that has its headquarters in Boston, Massachusetts. It has offices in 412 locations and a total of 2,080 people on staff. It administers $20 billion in assets under management among its 63,280 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 68 charities and foundations. Of its 63,280 client accounts, just 9% belong to high-net-worth investors who have greater than $1 million in assets. Lincoln Financial Advisors Corporation performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fee schedules vary depending on the type of financial services offered. Fees billed by Lincoln Financial Advisors Corporation can include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Series 63, Certified Financial Planner

Years of Experience

10 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

$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

Kathryn Broy Work History

Kathryn has 10 years of experience.

2015 - Present (4 years)

Lincoln Financial Advisors Corporation

2014 - 2015 (1 years)

Lincoln Financial Advisors Corporation

2013 - 2014 (1 years)

Empowered Retirement, Inc

2011 - 2013 (2 years)

Trovena, LLC

2011 - 2011 (0 years)

Allied Beacon Partners

2009 - 2011 (2 years)

Daly & Co

2008 - 2008 (0 years)

Liberty Mutual

Disclosures

Kathryn Broy has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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