Andrew
Wilt

Lincoln Investment

CRD#5956571
Investment Advisor
in Marlton, NJ

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About this Advisor

Andrew Wilt is a financial advisor who works in Marlton, New Jersey, who has 5 years of industry experience. Wilt currently works for Lincoln Investment. Wilt has gained experience at Fossler'S Tennis, Villanova University and Lincoln Investment. Wilt has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in New Jersey and Pennsylvania. Lincoln Investment is a financial advisory firm that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 employees. It oversees $15 billion in total assets across its 200,217 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 36 charitable organizations. Of its 200,217 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice typically are based on which services the firm provides the client. However, fees billed by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Suite 10201 10000 Sagemore Drive
Marlton, NJ 08053

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

NJ Average: $15,833,994,310
Total Number of Employees

1,294

NJ Average: 41
Total Number of Accounts

200,217

NJ Average: 3,342
Average Account Size

$76,696

NJ Average: $4,737,880

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

Andrew Wilt Work History

Andrew has been registered as a financial advisor for 5 years.*

2015 - Present (9 years)

Lincoln Investment

2001 - Present (23 years)

Villanova University

2013 - 2015 (2 years)

Lincoln Investment

2007 - 2013 (6 years)

Fossler'S Tennis

*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 Andrew Wilt 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 Investment

Roger Miller
Independence, OH
Stephen Schultz
Horsham, PA
Jose Madrigal
Lombard, IL
Terri Trotta
Fairport, NY
Gabriel Macias
Stevensville, MI
Bryan Alsbury
Renton, WA
Clayton Thompson
Jacksonville, FL

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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