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 based out of Flint, Michigan with 13 years of relevant experience. Lincoln is currently employed by Fifth Third Securities, Inc. They have spent their complete career at Fifth Third Securities, Inc. Lincoln has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Michigan. Fifth Third Securities, Inc is a registered investment firm based out of Cincinnati, OH. The company has offices in 1,117 locations and a total of 1,205 financial advisors. It manages $7 billion in assets under management among its 41,519 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 18 charitable organizations. Of its 41,519 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm provides 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 and other services. Fees for financial management largely are based on the type of services offered. Fee types charged by Fifth Third Securities, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

13 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

Office Location

G5232 Miller Road
Flint, MI 48507

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Fifth Third Securities, Inc Brokerage Details

Total Assets Under Management

$7,311,047,248

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

1,205

MI Average: 34
Total Number of Accounts

41,519

MI Average: 1,972
Average Account Size

$176,089

MI Average: $1,068,125

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 been registered as a financial advisor for 13 years.*

2009 - Present (15 years)

Fifth Third Securities

*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 Amy Lincoln 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 Fifth Third Securities, Inc

Terri Landis
Columbus, OH
Paul Wagner
Cape Coral, FL
Thomas Matug
Joliet, IL
Emily Bellamy
Lexington, KY
Val Janschutz
Jacksonville, FL
Patrick Harrington
Vermilion, OH
Jacob Sommerkamp
West Chester, OH
Robert Allen
Cincinnati, OH

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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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