Brett
Neal
Lincoln Capital, LLC
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About this Advisor
Brett Neal is a financial advisor who works in Lincoln, Nebraska who has 10 years of industry experience. Neal works at Lincoln Capital, LLC. Over the course of their career, they have held roles at Wells Fargo Advisors Financial Network LLC, Lincoln Capital, LLC and Mutual Securities, Inc. Neal holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Nebraska and Texas. Lincoln Capital, LLC is a business based in Lincoln, NE. It administers $540 million in assets under management across its 1,068 accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to six charities and foundations. Of its 1,068 customer accounts, 38% belong to high-net-worth individuals who have at least $1 million in investable assets. Lincoln Capital, LLC has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually depend on which services the firm provides the client. Fee types billed by Lincoln Capital, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Capital, LLC Brokerage Details
$540,387,470
10
1,068
$505,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brett Neal Work History
Brett has been registered as a financial advisor for 10 years.*
Lincoln Capital, LLC
Mutual Securities, Inc
Wells Fargo Advisors Financial Network LLC
*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 Brett Neal 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 Capital, LLC
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
Lincoln, NE
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