Richard
Wasson
Lincoln Investment
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About this Advisor
Richard Wasson is a financial advisor who works in Fort Washington, Pennsylvania, with a total of 1 year of relevant experience. Wasson is an employee of Lincoln Investment. Throughout their career, they have worked at Fidelity Investments, Southern New Hampshire University, Signator Investors, Inc, Questar Capital Corporation, Questar Asset Management, Regal Investment Advisors, LLC, Regulus Advisors, LLC, Lincoln Investment, Capital Analysts and Commonwealth Financial Network. Wasson maintains Series 63 and Series 66 licenses, designating them as a securities representative, and can advise clients in New Hampshire. Lincoln Investment is a registered investment business operating out of Fort Washington, PA. It has offices in 354 locations and a total of 1,294 employees. It manages $15 billion in total assets among its 200,217 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 200,217 client accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in assets. Lincoln Investment performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management typically vary depending on which services the firm provides the client. However, fee types billed by Lincoln Investment can consist of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Richard Wasson Work History
Richard has been registered as a financial advisor for 1 years.*
Lincoln Investment
Capital Analysts
Commonwealth Financial Network
Regal Investment Advisors, LLC
Regulus Advisors, LLC
Lincoln Investment
Capital Analysts
Questar Capital Corporation
Questar Asset Management
Signator Investors, Inc
Fidelity Investments
Southern New Hampshire University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Richard Wasson 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
Iselin, NJ
Fort Washington, PA
Jacksonville, FL
Blackwood, NJ
Stevensville, MI
Irving, TX
Renton, WA
Fort Washington, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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