Raelene
Nickerson

Lincoln Investment

CRD#2150570
Investment Advisor
in Independence, OH

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About this Advisor

Raelene Nickerson is a financial advisor based in Independence, Ohio, working with Lincoln Investment. Raelene has previously held positions at Metropolitan Life Insurance Company, Mass Mutual Life Insurance Company, Mml Investors Services, Lincoln Investment, and Legend Advisory Corporation. Raelene has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Raelene is part of Lincoln Investment, which operates out of Independence, Ohio. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

2 Summit Park Drive, Suite Suite 210
Independence, OH 44131

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

OH Average: $15,833,994,310
Total Number of Employees

1,297

OH Average: 41
Total Number of Accounts

203,427

OH Average: 3,342
Average Account Size

$84,640

OH Average: $4,737,880

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

Raelene Nickerson Work History

2018 - Present (6 years)

Lincoln Investment

2018 - 2019 (1 year)

Legend Advisory Corporation

2017 - 2017 (< 1 year)

Mml Investors Services

2016 - 2017 (1 year)

Mass Mutual Life Insurance Company

1998 - 2016 (18 years)

Metropolitan Life Insurance Company

Disclosures

Please visit the SEC profile of Raelene Nickerson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Carly Mccarty
Marlton, NJ
Ian Mclaughlin
Fort Washington, PA
Vereline Mcclaney
Freeport, NY
Miriam Percy
Broken Arrow, OK
James Horris
Brookeville, MD
Randall Taylor
Shippensburg, PA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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