Anthony
Panto
Lincoln Investment
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About this Advisor
Anthony Panto is a financial advisor operating out of Marlton, New Jersey. Panto is on the advisory team at Lincoln Investment. Over the course of their career, they have held roles at Sagepoint Financial, Raymond James Financial Services Inc, Raymond James Financial Services Advisors, Inc, Anthony L. Panto, Non-Variable Insurance, Lincoln Investment and Capital Analysts. Panto has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in New Jersey. Lincoln Investment is a 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 assets among its 200,217 accounts, making it one of the largest firms in the country by assets under management. The firm advises 36 charitable organizations. Of its 200,217 customer accounts, just 2% belong to high-net-worth clients who have greater than $1 million in investable assets. The company has 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 charged by financial advisors are based on which services the firm provides the client. However, fees charged by Lincoln Investment likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Anthony Panto Work History
Anthony has been registered as a financial advisor for 0 years.*
Lincoln Investment
Capital Analysts
Anthony L. Panto
Non-Variable Insurance
Raymond James Financial Services Inc
Raymond James Financial Services Advisors, Inc
Sagepoint Financial
*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 Anthony Panto 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
Fairport, NY
Horsham, PA
Maria Stein, OH
Jacksonville, FL
Fort Washington, PA
Fort Washington, PA
Stevensville, MI
Blackwood, NJ
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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