Austen
Lunt

Lincoln Investment

CRD#7160302
Investment Advisor
in Allison Park, PA

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About this Advisor

Austen Lunt is a financial advisor based in Allison Park, Pennsylvania, working with Lincoln Investment. Austen has previously held positions 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. Austen has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Austen is part of Lincoln Investment, which operates out of Allison Park, Pennsylvania. 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 66

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

4390 William Flinn Highway Rt. 8
Allison Park, PA 15101

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

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

1,297

PA Average: 41
Total Number of Accounts

203,427

PA Average: 3,342
Average Account Size

$84,640

PA 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

Austen Lunt Work History

2021 - Present (3 years)

Lincoln Investment

2021 - Present (3 years)

Lincoln Investment

2021 - Present (3 years)

Capital Analysts

2017 - Present (7 years)

La Roche University

2019 - 2020 (1 year)

Sewickley Car Store

2018 - 2019 (1 year)

Leones Pet Supply

2016 - 2016 (< 1 year)

Camp Kon-O-Kwee

2016 - 2017 (1 year)

Community College Of Allegheny County

2011 - 2016 (5 years)

Brusters Ice Cream

Created with Highcharts 6.0.7

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

Miriam Percy
Broken Arrow, OK
Nellie Forst
Fort Washington, PA
Kimberly Cox
Lutz, FL
James Horris
Brookeville, MD
Kathleen Murphy
Roxbury, NH
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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