Lincoln Financial Advisors Corporation
About this Advisor
Roger Lewis is an advisor in Missoula, Montana. Currently a registered advisor at Lincoln Financial Advisors Corporation, they have accumulated 13 years of work experience. Lewis holds Series 63 and Series 66 licenses, which qualify them as a securities representative. Lewis is able to advise investors in Montana and Texas. Lewis has worked their career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Missoula, Montana, and operates out of 406 other brick-and-mortar locations throughout the country. As a company, Lincoln Financial Advisors Corporation oversees $27 billion in assets covering 76,852 accounts and retains more than 1,894 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 15,621 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Financial Advisors Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Financial Advisors Corporation Brokerage Details
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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
Roger Lewis Work History
Roger has 13 years of experience.
Lincoln Financial Advisors Corp
Roger Lewis has no disclosures.
Please visit their SEC profile for more details.
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