Bruce
Horvitz

Lincoln Financial Advisors Corporation

CRD#1326407
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Bruce Horvitz is an advisor in Pittsburgh, Pennsylvania. Currently a registered financial advisor at Lincoln Financial Advisors Corporation, Horvitz has 14 years of experience as a registered investment advisor. Horvitz maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Horvitz is registered to operate based out of Pennsylvania. Horvitz has spent their entire career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is located in Pittsburgh, Pennsylvania, and operates out of 412 other offices in the nation. Overall, Lincoln Financial Advisors Corporation oversees $20 billion in assets dispersed across 63,280 accounts and employs more than 2,080 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 9,855 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 9% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Lincoln Financial Advisors Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

14 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

201 Penn Center Boulevard Suite 525
Pittsburgh, PA 15235

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

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

1,995

PA Average: 46
Total Number of Accounts

73,971

PA Average: 1,775
Average Account Size

$301,270

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
  • Educational seminars/workshops
  • Other

Bruce Horvitz Work History

Bruce has 14 years of experience.

2004 - Present (15 years)

Lincoln Financial Advisors Corp

Disclosures

Bruce Horvitz has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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