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About this Advisor
Donald Szewczyk is a certified financial planner based out of Pittsburgh, Pennsylvania, who has been in the advisory business for 13 years. Szewczyk is currently employed by Lincoln Investment. They have spent all of their employment at Lincoln Investment. Szewczyk has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Pennsylvania. Lincoln Investment is a business that has its headquarters in Pittsburgh, Pennsylvania. The company has offices in 427 locations and a total of 1,231 financial advisors. It manages $8 billion in assets across its 113,080 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advisory services to 44 charitable organizations. Of its 113,080 customer accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets. Lincoln Investment provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely depend on the financial services offered. Fees charged by Lincoln Investment may include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Lincoln Investment Brokerage Details
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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
Donald Szewczyk Work History
Donald has 13 years of experience.
Lincoln Investment Planning, Inc
Donald Szewczyk has disclosures.
Please visit their SEC profile for more details.