Brent
Traugh

Lincoln Investment

CRD#4341702
Investment Advisor
in Bloomsburg, PA

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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

Series 63

Years Registered*

12 years

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

724 East 5Th Street
Bloomsburg, PA 17815

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

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

1,294

PA Average: 41
Total Number of Accounts

200,217

PA Average: 3,342
Average Account Size

$76,696

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

Brent Traugh Work History

Brent has been registered as a financial advisor for 12 years.*

2000 - Present (24 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.

Disclosures

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

Michael Croker
North Palm Beach, FL
Frank Rosala
Fort Washington, PA
Clayton Thompson
Jacksonville, FL
Austin Vander Meer
Royal Oak, MI
Janet Redding
Schaumburg, IL
Bryan Faller
Blackwood, NJ
Troy Prenger
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 profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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