Richard
Norkum

Lincoln Financial Securities Corporation

CRD#1381790
Investment Advisor
in Charlotte, NC
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About this Advisor

Richard Norkum is a certified financial planner based in Charlotte, North Carolina, who has been in the financial industry for 10 years. Norkum is on the advisory team at Lincoln Financial Securities Corporation. They have spent the entirety of their career at Lincoln Financial Securities Corporation. Norkum maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Lincoln Financial Securities Corporation is a company that has its headquarters in Charlotte, North Carolina. The firm has offices in 322 locations and a total of 1,017 advisors. It handles $3 billion in assets across its 13,186 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides services to 23 charities and foundations. Of its 13,186 accounts, just 4% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Lincoln Financial Securities Corporation offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. A financial advisor's fee schedules largely vary depending on which service is offered. Fees billed by Lincoln Financial Securities Corporation can include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

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

Richard Norkum Work History

Richard has 10 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

Disclosures

Richard Norkum has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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