Lincoln Financial Securities Corporation
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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
Years of Experience
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Lincoln Financial Securities Corporation Brokerage Details
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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
Cody Roberts Work History
Cody has 14 years of experience.
Lincoln Financial Securities
Central Texas Financial Group
Abuelo'S Mexican Food Embassy
Cody Roberts has no disclosures.
Please visit their SEC profile for more details.