Amy
Lincoln

Fifth Third Securities, Inc

CRD#4058412
Investment Advisor
in Flint, MI

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About this Advisor

Amy Lincoln is a financial advisor located in Flint, Michigan. Currently an advisor with Fifth Third Securities, Inc, Lincoln has 11 years of experience in the financial advisory industry. Lincoln has Series 63 and Series 66 licenses, which qualify them as a securities agent. Lincoln can serve clients based out of Michigan and Ohio. Lincoln has worked their complete career at Fifth Third Securities, Inc. Fifth Third Securities, Inc is based out of Flint, Michigan, and has 1,436 other brick-and-mortar locations in the nation. As a company, Fifth Third Securities, Inc manages $2 billion in assets covering 7,070 accounts and retains more than 1,563 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Fifth Third Securities, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66

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, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

G5232 Miller Road
Flint, MI 48507

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$1,542,520,538

MI Average: $2,106,341,625
Total Number of Employees

1,563

MI Average: 34
Total Number of Accounts

7,070

MI Average: 1,972
Average Account Size

$218,178

MI Average: $1,068,125

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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
  • Other

Amy Lincoln Work History

Amy has 11 years of experience.

2009 - Present (12 years)

Fifth Third Securities

Disclosures

Amy Lincoln has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Fifth Third Securities, Inc

David Tustison
Waukegan, IL
Damon Muldoon
Columbus, OH
Warren Rogers Ii
Nashville, TN
Gregg Eicholtz
Portage, MI
Nancy Graham
Chicago, IL
Steven Howard
Chicago, IL
Kyle Kinzig
Lexington, KY
Christina Israel
Franklin, OH

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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