Stephen
Mcentee
Lincoln Investment
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About this Advisor
Stephen Mcentee is a financial advisor working out of Voorhees, New Jersey. Mcentee currently works for Lincoln Investment. Mcentee has gained experience at Lincoln Investment, Qpsi, Pine Valley Golf Club, Immaculata University, Washington Township Public Schools, Milestone Wealth Management and Capital Analysts. Mcentee has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New Jersey. Lincoln Investment is a financial advisory business that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 employees. It administers $15 billion in assets under management between its 200,217 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 36 charitable organizations. Of its 200,217 accounts, just 2% are held by high-net-worth clients who have more than $1 million in investable assets. The advisory firm has a diverse assortment of services, including 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 usually vary depending on which services the firm provides the client. However, fees billed by Lincoln Investment most likely include some combination 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
Stephen Mcentee Work History
Stephen has been registered as a financial advisor for 0 years.*
Lincoln Investment
Capital Analysts
Lincoln Investment
Milestone Wealth Management
Qpsi
Pine Valley Golf Club
Immaculata University
Washington Township Public Schools
*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 Stephen Mcentee 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
Sewickley, PA
Woodland Hills, CA
Horsham, PA
North Palm Beach, FL
Stevensville, MI
Waltham, MA
Renton, WA
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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