Adam
Indianer
Lincoln Investment
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About this Advisor
Adam Indianer is a financial advisor operating in Miami, Florida who has 3 years of industry experience. Indianer is an advisor for Lincoln Investment. Throughout their career, Indianer has worked at Cowen And Company, LLC, Indiana University, Fox Chapel, Lincoln Investment, Celebrity Sweat and Capital Analysts. Indianer has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida, Illinois, Pennsylvania and Texas. Lincoln Investment is a registered investment company that has its headquarters in Fort Washington, PA. It has offices in 354 locations and a total of 1,294 advisors. It oversees $15 billion in assets between its 200,217 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 36 charities and foundations. Of its 200,217 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Lincoln Investment performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors vary depending on which service is provided. However, fees charged by Lincoln Investment most likely include any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$15,355,839,022
1,294
200,217
$76,696
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
Adam Indianer Work History
Adam has been registered as a financial advisor for 3 years.*
Lincoln Investment
Lincoln Investment
Capital Analysts
Cowen And Company, LLC
Celebrity Sweat
Cowen And Company, LLC
Indiana University
Fox Chapel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Adam Indianer 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
Downers Grove, IL
Rockville, MD
Irving, TX
Phoenix, AZ
Greenville, NC
Fort Washington, PA
Blackwood, NJ
Renton, WA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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