Paul
Longobardi
Lincoln Investment
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About this Advisor
Paul Longobardi is a financial advisor based in Braintree, Massachusetts, working with Lincoln Investment. Paul has previously held positions at Td Bank N.A, Td Private Client Wealth LLC, Us Trust, Lincoln Investment, and Capital Analysts. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Paul is part of Lincoln Investment, which operates out of Braintree, Massachusetts. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Paul Longobardi Work History
Lincoln Investment
Capital Analysts
Lincoln Investment
Td Bank N.A
Td Private Client Wealth LLC
Us Trust
Disclosures
Please visit the SEC profile of Paul Longobardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lincoln Investment
Denver, CO
Irving, TX
Freeport, NY
Fort Washington, PA
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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