Alan
Puklin
Lincoln Investment
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About this Advisor
Alan Puklin is a financial advisor based in Oyster Bay, New York, working with Lincoln Investment. Alan has previously held positions at J. & W. Seligman & Co. Inc, Ameriprise Financial Services, LLC, Consulting, Lincoln Investment, Capital Analysts, Seligman Advisors, Inc, Morse Asset Management, and Oppenheimer & Co. Inc. Alan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York and Pennsylvania. Currently, Alan is part of Lincoln Investment, which operates out of Oyster Bay, New York. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Alan Puklin Work History
Lincoln Investment
Capital Analysts
Ameriprise Financial Services, LLC
Consulting
Oppenheimer & Co. Inc
Morse Asset Management
J. & W. Seligman & Co. Inc
Seligman Advisors, Inc
Disclosures
Please visit the SEC profile of Alan Puklin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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