Bret
Smith
Lincoln Investment
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About this Advisor
Bret Smith is a financial advisor based in Greenville, North Carolina, working with Lincoln Investment. Bret has previously held positions at Bret D. Smith & Self-Employed (Insurance), Lincoln Investment Planning, Inc, and West Coast Financial Group, Inc. Bret has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Bret is part of Lincoln Investment, which operates out of Greenville, North Carolina. 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
Bret Smith Work History
Lincoln Investment Planning, Inc
West Coast Financial Group, Inc
Bret D. Smith & Self-Employed (Insurance
Disclosures
Please visit the SEC profile of Bret Smith 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
Fort Washington, PA
Phoenix, AZ
Fort Washington, PA
Marlton, NJ
Brookeville, MD
Ashburn, VA
Fort Washington, PA
Chicago, IL
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