Larry
Weber

Lincoln Investment

CRD#6576265
Investment Advisor
in Sewickley, PA

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About this Advisor

Larry Weber is a financial advisor based in Sewickley, Pennsylvania, working with Lincoln Investment. Larry has previously held positions at Lincoln Investment Planning and Massaro Corporation. Larry has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania and Virginia. Currently, Larry is part of Lincoln Investment, which operates out of Sewickley, 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

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Blaymore Ofice Building Suite 102 1606 Carmody Court
Sewickley, PA 15143

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Lincoln Investment Brokerage Details

Total Assets Under Management

$17,218,143,141

PA Average: $15,833,994,310
Total Number of Employees

1,297

PA Average: 41
Total Number of Accounts

203,427

PA Average: 3,342
Average Account Size

$84,640

PA Average: $4,737,880

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

Larry Weber Work History

2015 - Present (9 years)

Lincoln Investment Planning

2011 - 2015 (4 years)

Massaro Corporation

Disclosures

Please visit the SEC profile of Larry Weber 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

Daniel Peretti
Vineland, NJ
Kyle Salvitti
Denver, CO
Vereline Mcclaney
Freeport, NY
David Geschke
Southlake, TX
James Horris
Brookeville, MD
Sebastiano Mancarella
Ashburn, VA
Prabjyot Kaur
Fort Washington, PA
Devin Grayson
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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