Brian
Swim
Lincoln Capital, LLC
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About this Advisor
Brian Swim is a financial advisor based in Lincoln, Nebraska, working with Lincoln Capital, LLC. Brian has previously held positions at Sterneck Capital Management, LLC, Insurance Agency Marketing Services, Inc, The Leaders Group Inc, Lincoln Capital LLC, Ameritas Investment Corp, and Ameritas Life Insurance Corp. Brian has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Nebraska. Currently, Brian is part of Lincoln Capital, LLC, which operates out of Lincoln, Nebraska. The firm has 10 employees and manages assets totaling $644.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the selection of other advisers. The fee structure at Lincoln Capital, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Capital, LLC Brokerage Details
$644,332,628
10
1,131
$569,702
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Brian Swim Work History
Lincoln Capital LLC
Insurance Agency Marketing Services, Inc
The Leaders Group Inc
Ameritas Invesment Corp
Ameritas Life Insurance Corp
Sterneck Capital Management, LLC
Disclosures
Please visit the SEC profile of Brian Swim 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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