Christopher
Sloop

Lincoln Financial Securities Corporation

CRD#2540549
Investment Advisor
in Columbia, SC

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About this Advisor

Christopher Sloop is a certified financial planner working out of Columbia, South Carolina, who has been in the advisory business for 10 years. Sloop works at Lincoln Financial Securities Corporation. They have spent the entirety of their employment at Lincoln Financial Securities Corporation. Sloop has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Carolina. Lincoln Financial Securities Corporation is a company operating in Columbia, South Carolina. It has offices in 293 locations and a total of 943 financial advisors. It manages $3 billion in assets among its 15,310 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 16 charities and foundations. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees typically vary depending on which services the firm provides the client. Fee types charged by Lincoln Financial Securities Corporation likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1320 Main Street Suite 700
Columbia, SC 29201

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$3,356,579,045

SC Average: $1,347,246,178
Total Number of Employees

943

SC Average: 46
Total Number of Accounts

15,310

SC Average: 1,775
Average Account Size

$219,241

SC Average: $759,012

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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
  • Other

Christopher Sloop Work History

Christopher has 10 years of experience.

2010 - Present (12 years)

Lincoln Financial Securities Corporation

Disclosures

Christopher Sloop has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Securities Corporation

Scott Irwin
Bossier City, LA
Bryan Pollock
Raleigh, NC
Joseph Seegers
Wilmington, NC
George Cox
Lexington, KY
Jared Tims
Shreveport, LA
Thomas Dittmeier
Waterford, CT
Andy Schink
Wexford, PA
Ryan Pellegrino
Parsippany, NJ

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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