Brian
Reynolds

Lincoln Financial Advisors Corporation

CRD#4023117
Investment Advisor
in Raleigh, NC
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About this Advisor

Brian Reynolds is a certified financial planner in Raleigh, North Carolina. Currently a registered advisor with Lincoln Financial Advisors Corporation, they have accumulated 18 years of professional experience in the financial advisory industry. Reynolds holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Reynolds is registered to work with clients in North Carolina and Texas. Reynolds has worked their whole career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is based out of Raleigh, North Carolina, and operates out of 412 offices in the country. In aggregate, Lincoln Financial Advisors Corporation manages $20 billion in assets throughout 63,280 client accounts and employs more than 2,080 people. The amount of assets the firm manages places it among the largest investment advisory firms in the country. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 9% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in investable assets. Lincoln Financial Advisors Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

4011 Westchase Boulevard Suite 100
Raleigh, NC 27607

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$20,366,072,529

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

2,080

NC Average: 46
Total Number of Accounts

63,280

NC Average: 1,775
Average Account Size

$321,841

NC Average: $759,012

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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
  • Educational seminars/workshops
  • Other

Brian Reynolds Work History

Brian has 18 years of experience.

2000 - Present (19 years)

Lincoln Financial Advisors Corp

Disclosures

Brian Reynolds has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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