Ian
Mclaughlin
Lincoln Investment
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About this Advisor
Ian Mclaughlin is a financial advisor based in Fort Washington, Pennsylvania, working with Lincoln Investment. Ian has previously held positions at Sii-Acorn Financial Services, Charles Schwab & Co., Inc, and Lincoln Investment. Ian has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Ian 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
Ian Mclaughlin Work History
Lincoln Investment
Charles Schwab & Co., Inc
Sii-Acorn Financial Services
Disclosures
Please visit the SEC profile of Ian Mclaughlin 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
Shippensburg, PA
Southlake, TX
Winder, GA
Fort Washington, PA
Brookeville, MD
Verona, WI
Fort Washington, PA
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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