Richard
Lewis
Lincoln Investment
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About this Advisor
Richard Lewis is a financial advisor operating out of Warren, New Jersey who has 11 years of industry experience. Lewis is currently employed by Lincoln Investment. Over the course of their career, Lewis has held roles at Kim Financial Group and Lincoln Investment. Lewis has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Florida and New Jersey. Lincoln Investment is an advisory business operating out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in total assets among its 200,217 client accounts, placing it among the largest firms in the country by assets under management. The firm serves 36 charitable organizations. Of its 200,217 client accounts, just 2% are held by high-net-worth individuals who have more than $1 million in assets. Lincoln Investment performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice vary depending on which services the firm provides the client. However, fee types charged by Lincoln Investment most likely include any blend of 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
Richard Lewis Work History
Richard has been registered as a financial advisor for 11 years.*
Lincoln Investment
Kim Financial Group
*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 Richard Lewis 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
Independence, OH
Independence, OH
Renton, WA
Jacksonville, FL
Blackwood, NJ
Schaumburg, IL
Maria Stein, OH
Fort Washington, PA
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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