Brian
Donley

Lincoln Financial Securities Corporation

CRD#2761018
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Brian Donley is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered investment advisor at Lincoln Financial Securities Corporation, they have accumulated 17 years of professional experience in the financial advisory industry. Donley maintains Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Donley can act as an advisor in Pennsylvania and Texas. During their career, Donley has held roles at Summit Wealth Advisors, Lincoln Financial Securities Corporation and Summit Investment Advisors. Lincoln Financial Securities Corporation is headquartered in Pittsburgh, Pennsylvania, and has 322 other offices in the country. In aggregate, Lincoln Financial Securities Corporation manages $3 billion in assets throughout 13,186 accounts and retains more than 1,017 people. The amount of assets the firm manages makes it one of the biggest financial advisory firms in the country. The firm manages 2,740 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 4% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Lincoln Financial Securities Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

17 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

9043 Perry Highway
Pittsburgh, PA 15237

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,820,598,874

PA Average: $1,347,246,178
Total Number of Employees

938

PA Average: 46
Total Number of Accounts

14,485

PA Average: 1,775
Average Account Size

$194,726

PA Average: $759,012

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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
  • Other

Brian Donley Work History

Brian has 17 years of experience.

2012 - Present (7 years)

Summit Wealth Advisors

2008 - Present (11 years)

Lincoln Financial Securities Corporation

2001 - 2011 (10 years)

Summit Investment Advisors

Disclosures

Brian Donley has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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