About this Advisor
Matthew Mullin is an advisor whose office is in Getzville, New York. Currently a registered advisor at Lincoln Investment, they have accrued 10 years of work experience. Mullin holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Mullin is registered to serve investors in Pennsylvania. Throughout their career, Mullin has worked at Fastenal, Villa Maria College, Banchetti By Rizzo, Canisius College, Cardinal O'Hara Hs, Multisorb Technologies, Legend Equities Corporation, Legend Advisory Corporation and Lincoln Investment. Lincoln Investment is based out of Getzville, New York, and operates out of 401 offices in the country. In aggregate, Lincoln Investment oversees $13 billion in assets covering 168,783 accounts and retains more than 1,272 people. The firm's total assets under management places it among the biggest financial advisory firms in the country. The firm manages 80,469 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 2% of the investment firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Lincoln Investment offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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 Investment Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Matthew Mullin Work History
Matthew has 10 years of experience.
Legend Equities Corporation
Legend Advisory Corporation
Villa Maria College
Cardinal O'Hara Hs
Banchetti By Rizzo
Matthew Mullin has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Lincoln Investment
Fort Washington, PA
Sugar Land, TX
Palm Beach Gardens, FL
Royal Oak, MI
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.