Austen
Lunt
Lincoln Investment
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About this Advisor
Austen Lunt is a financial advisor operating in Sewickley, Pennsylvania with 2 years of relevant experience. Lunt is currently employed by Lincoln Investment. Throughout their career, they have worked at Lincoln Investment, Brusters Ice Cream, Camp Kon-O-Kwee, Leones Pet Supply, Sewickley Car Store, La Roche University, Community College Of Allegheny County and Capital Analysts. Lunt has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Lincoln Investment is an advisory firm based out of Fort Washington, PA. It has offices in 354 locations and a total of 1,294 advisors. It oversees $15 billion in assets under management across its 200,217 customer accounts, making it one of the biggest firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 200,217 client accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees are based on the type of services. However, fee types billed by Lincoln Investment most likely include some combination 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
Austen Lunt Work History
Austen has been registered as a financial advisor for 2 years.*
Lincoln Investment
Lincoln Investment
Capital Analysts
La Roche University
Sewickley Car Store
Leones Pet Supply
Camp Kon-O-Kwee
Community College Of Allegheny County
Brusters Ice Cream
*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 Austen Lunt 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
Fairport, NY
Farmington, MI
Lombard, IL
Independence, OH
Independence, OH
Horsham, PA
Stevensville, MI
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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