Lucas
Burton

Lincoln Financial Securities Corporation

CRD#5596824
Investment Advisor
in Olean, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Lucas Burton is a financial advisor who works in Olean, New York, with 10 years of work experience. Burton is currently employed by Lincoln Financial Securities Corporation. Their career trajectory has included roles at Community Investment Services, Inc, Invest Financial Corporation and Lincoln Financial Securities Corporation. Burton maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Pennsylvania. Lincoln Financial Securities Corporation is an advisory business that has its headquarters in Olean, New York. The company has offices in 293 locations and a total of 943 people on staff. It handles $3 billion in total assets between its 15,310 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm advises 16 charities and foundations. Lincoln Financial Securities Corporation offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fees usually are based on which service is provided. However, fees billed by Lincoln Financial Securities Corporation most likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

2646 West State Street Suite 408
Olean, NY 14760

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

NY Average: $1,347,246,178
Total Number of Employees

943

NY Average: 46
Total Number of Accounts

15,310

NY Average: 1,775
Average Account Size

$219,241

NY Average: $759,012

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Lucas Burton Work History

Lucas has 10 years of experience.

2015 - Present (7 years)

Lincoln Financial Securities Corporation

2011 - 2014 (3 years)

Invest Financial Corporation

2010 - 2011 (1 year)

Community Investment Services, Inc

Disclosures

Lucas Burton has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Kaelene Wong
Kaneohe, HI
Scott Irwin
Bossier City, LA
Jason Blomgren
Johnston, IA
Christopher Sloop
Columbia, SC
Benjamin Bruins
Johnston, IA
Nathan Lee
Douglassville, PA
Robert Kimmel
Newport Beach, CA
Frank Germano
East Hartford, CT

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started