Bret
Smith

Lincoln Investment

CRD#1939876
Investment Advisor
in Greenville, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Bret Smith is a certified financial planner and chartered financial consultant working out of Greenville, North Carolina who has 18 years of industry experience. Smith works at Lincoln Investment. Smith has gained experience at Bret D. Smith & Self-Employed (Insurance, Westcoast Financial Group Inc, Lincoln Investment Planning, Inc, University Of South Florida and West Coast Financial Group, Inc. Smith holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Florida. Lincoln Investment is a registered investment firm operating out of Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 financial advisors. It oversees $15 billion in assets across its 200,217 accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advice to 36 charities and foundations. Of its 200,217 accounts, just 2% are associated with high-net-worth clients who have at least $1 million in investable assets. Lincoln Investment has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Lincoln Investment likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

18 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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1350 East Arlington Blvd. Suite A
Greenville, NC 27858

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

Total Assets Under Management

$15,355,839,022

NC Average: $15,833,994,310
Total Number of Employees

1,294

NC Average: 41
Total Number of Accounts

200,217

NC Average: 3,342
Average Account Size

$76,696

NC Average: $4,737,880

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

Bret has been registered as a financial advisor for 18 years.*

2005 - Present (19 years)

Lincoln Investment Planning, Inc

2000 - Present (24 years)

University Of South Florida

1986 - Present (38 years)

Westcoast Financial Group Inc

1986 - Present (38 years)

West Coast Financial Group, Inc

1986 - Present (38 years)

West Coast Financial Group, Inc

1982 - Present (42 years)

Bret D. Smith & Self-Employed (Insurance

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Bennie Hargrove
Marlton, NJ
Shawn Wears
Fort Washington, PA
Angela Gelzine
Fort Washington, PA
Bryan Faller
Blackwood, NJ
Frank Rosala
Fort Washington, PA
Roger Miller
Independence, OH
John Laurito
Fort Washington, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 the 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