Stephen
Mcentee

Lincoln Investment

CRD#7487775
Investment Advisor
in Voorhees, NJ

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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

Series 66

Years Registered*

less than 1 year

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

2 Sheppard Road Suite 301
Voorhees, NJ 08043

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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

Stephen Mcentee Work History

Stephen has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Lincoln Investment

2023 - Present (1 year)

Capital Analysts

2022 - Present (2 years)

Lincoln Investment

2022 - Present (2 years)

Milestone Wealth Management

2020 - 2021 (1 year)

Qpsi

2016 - 2021 (5 years)

Pine Valley Golf Club

2016 - 2020 (4 years)

Immaculata University

2005 - 2016 (11 years)

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

Eric Giosa
Farmington, MI
Lisagrace Alsbury
Renton, WA
Jordan Jackson
Iselin, NJ
Michael Croker
North Palm Beach, FL
Bryan Faller
Blackwood, NJ
John Laurito
Fort Washington, PA
Troy Prenger
Maria Stein, OH
Bryan Alsbury
Renton, WA

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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