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About this Advisor
Brent Traugh is a financial advisor based in Bloomsburg, Pennsylvania with 12 years of relevant experience. Traugh is an employee of Lincoln Investment. They have been with Lincoln Investment for their entire career. Traugh has a Series 63 license, designating them as a securities representative, and can advise clients in Pennsylvania. Lincoln Investment is a registered investment company headquartered in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 employees. It has $15 billion in assets across its 200,217 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 200,217 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets. Lincoln Investment provides a number 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 fee schedules typically vary depending on which services the firm provides the client. Fees charged by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
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Lincoln Investment Brokerage Details
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
Brent Traugh Work History
Brent has been registered as a financial advisor for 12 years.*
Lincoln Investment Planning, Inc
*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.
Please visit the SEC profile of Brent Traugh 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
Maria Stein, OH
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 firstname.lastname@example.org.
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