Benjamin
Lincoln
Redwood Wealth Management, LLC
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About this Advisor
Benjamin Lincoln is a financial advisor based in Charlotte, North Carolina, working with Redwood Wealth Management, LLC. Benjamin has previously held positions at Linsco Private Ledger and Redwood Wealth Management, LLC. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in California, Louisiana, Michigan, North Carolina, Ohio, and Texas. Currently, Benjamin is part of Redwood Wealth Management, LLC, which operates out of Charlotte, North Carolina. The firm has 1 office and 4 employees. The firm manages assets totaling $381.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Redwood Wealth Management, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Redwood Wealth Management, LLC Brokerage Details
$381,000,000
4
444
$858,108
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Benjamin Lincoln Work History
Redwood Wealth Management, LLC
Linsco Private Ledger
Disclosures
Please visit the SEC profile of Benjamin Lincoln 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 Redwood Wealth Management, LLC
Santa Monica, CA
Santa Monica, CA
Charlotte, NC
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