Gwendolyn
Bork
Lincoln Investment
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About this Advisor
Gwendolyn Bork is a financial advisor based in Fort Washington, Pennsylvania, working with Lincoln Investment. Gwendolyn has previously held positions at Well Fargo Advisors Financial Network, LLC, Indoor Air Professionals, Commonwealth Financial Network, Custom Wealth Strategies, and Lincoln Investment Planning, LLC. Gwendolyn has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Gwendolyn is part of Lincoln Investment, which operates out of Fort Washington, Pennsylvania. The firm has 325 offices and 1,297 employees. The firm manages assets totaling $17.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lincoln Investment includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lincoln Investment Brokerage Details
$17,218,143,141
1,297
203,427
$84,640
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
Gwendolyn Bork Work History
Lincoln Investment Planning, LLC
Commonwealth Financial Network
Custom Wealth Strategies
Well Fargo Advisors Financial Network, LLC
Indoor Air Professionals
Disclosures
Please visit the SEC profile of Gwendolyn Bork 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
Southlake, TX
Irving, TX
Freeport, NY
Lutz, FL
Brookeville, MD
Vineland, NJ
Fort Washington, PA
Chicago, IL
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