Cody
Roberts

Lincoln Financial Securities Corporation

CRD#5286581
Investment Advisor
in Austin, TX
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About this Advisor

Cody Roberts is a certified financial planner who works out of Austin, Texas, who has been in the advisory business for 14 years. Roberts is an employee of Lincoln Financial Securities Corporation. Their career trajectory has included roles at Lincoln Financial Securities, Central Texas Financial Group and Abuelo'S Mexican Food Embassy. Roberts has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Lincoln Financial Securities Corporation is a business operating out of Austin, Texas. It has offices in 322 locations and a total of 1,017 advisors. It administers $3 billion in assets across its 13,186 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 23 charitable organizations. Of its 13,186 customer accounts, just 4% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Lincoln Financial Securities Corporation offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees charged by financial advisors typically vary depending on which service is provided. However, fee types charged by Lincoln Financial Securities Corporation most likely include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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

7500 W Hwy 71 Suite 204
Austin, TX 78735

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Lincoln Financial Securities Corporation Brokerage Details

Total Assets Under Management

$2,817,397,181

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

1,017

TX Average: 46
Total Number of Accounts

13,186

TX Average: 1,775
Average Account Size

$213,666

TX 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

Cody Roberts Work History

Cody has 14 years of experience.

2007 - Present (12 years)

Lincoln Financial Securities

2006 - Present (13 years)

Central Texas Financial Group

2004 - Present (15 years)

Abuelo'S Mexican Food Embassy

Disclosures

Cody Roberts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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