Lincoln
Maurer
Wells Fargo Investment Institute, Inc
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About this Advisor
Lincoln Maurer is a financial advisor based in Charlotte, North Carolina, working with Wells Fargo Investment Institute, Inc. Lincoln has previously held positions at Wells Fargo Investment Institute, Inc, Somic America, Inc, Liberty University, Wytheville Community College, Pensacola Christian College, Central Contracting, and Subway. Lincoln has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Lincoln is part of Wells Fargo Investment Institute, Inc, which operates out of Charlotte, North Carolina. The firm has 6 offices and 251 employees. The firm manages assets totaling $44.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Wells Fargo Investment Institute, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wells Fargo Investment Institute, Inc Brokerage Details
$43,998,251,201
251
20,338
$2,163,352
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Lincoln Maurer Work History
Wells Fargo Investment Institute, Inc
Somic America, Inc
Liberty University
Wytheville Community College
Central Contracting
Pensacola Christian College
Subway
Disclosures
Please visit the SEC profile of Lincoln Maurer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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