Marshall
Beach

Lincoln Financial Securities Corporation

CRD#15512
Investment Advisor
in Raleigh, NC
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About this Advisor

Marshall Beach is an advisor in Raleigh, North Carolina. Currently a registered advisor with Lincoln Financial Securities Corporation, Beach has 10 years of practice in the financial advisory industry. Beach holds Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Beach is registered to advise clients based out of North Carolina. Beach has spent their entire career at Lincoln Financial Securities Corporation. Lincoln Financial Securities Corporation is headquartered in Raleigh, North Carolina, and operates out of 322 additional offices throughout the nation. In total, Lincoln Financial Securities Corporation oversees $3 billion in assets throughout 13,186 accounts and employs more than 1,017 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the United States. The firm manages 2,740 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's clients are high-net-worth individuals, meaning they have over $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

10 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

4000 Westchase Boulevard Suite 300
Raleigh, NC 27607

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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

Marshall Beach Work History

Marshall has 10 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corp

Disclosures

Marshall Beach has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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