Shawn
Wears

Lincoln Investment

CRD#4607688
Investment Advisor
in Fort Washington, PA

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About this Advisor

Shawn Wears is a financial advisor based in Fort Washington, Pennsylvania, working with Lincoln Investment. Shawn has previously held a position at Lincoln Investment. Shawn has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois and Indiana. Currently, Shawn 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

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

601 Office Center Drive Suite 300
Fort Washington, PA 19034

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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

Shawn Wears Work History

2014 - Present (10 years)

Lincoln Investment

Disclosures

Please visit the SEC profile of Shawn Wears 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

Matthew Phillips
Glendora, CA
Carly Mccarty
Marlton, NJ
Kimberly Cox
Lutz, FL
Miriam Percy
Broken Arrow, OK
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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