John
Misle

Lincoln Financial Securities Corporation

CRD#1194770
Investment Advisor
in Charlotte, NC
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About this Advisor

John Misle is an investment advisor whose office is in Charlotte, North Carolina. Currently a registered advisor with Lincoln Financial Securities Corporation, they have accrued an impressive 41 years of work experience as a financial advisor. Misle has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Misle can serve investors in North Carolina and Texas. During their career, Misle has held roles at Lincoln Financial Securities Corporation and Pilot Life Insurance Co. Lincoln Financial Securities Corporation is based out of Charlotte, North Carolina, and has 322 offices throughout the country. In aggregate, Lincoln Financial Securities Corporation manages $3 billion in assets throughout 13,186 client accounts and retains more than 1,017 people. The firm's total assets under management makes it one of the largest investment advisory firms in the country. The firm manages 2,740 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 4% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Financial Securities Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

41 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

15720 Brixham Hill Avenue Suite 575
Charlotte, NC 28277

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

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

938

NC Average: 46
Total Number of Accounts

14,485

NC Average: 1,775
Average Account Size

$194,726

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
  • Other

John Misle Work History

John has 41 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

1977 - Present (42 years)

Pilot Life Insurance Co

Disclosures

John Misle has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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