Lincoln Financial Securities Corporation
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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
Years of Experience
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Lincoln Financial Securities Corporation Brokerage Details
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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
Marshall Beach Work History
Marshall has 10 years of experience.
Lincoln Financial Securities Corp
Marshall Beach has no disclosures.
Please visit their SEC profile for more details.