Gary
Ahr

Lincoln Financial Advisors Corporation

CRD#719576
Investment Advisor
in Dallas, TX
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About this Advisor

Gary Ahr is a financial advisor whose office is in Dallas, Texas. Currently a registered financial advisor at Lincoln Financial Advisors Corporation, Ahr has 20 years of professional experience in the financial advisory industry. Ahr holds a Series 63 license, certifying the advisor as a securities broker. Ahr is able to act as an advisor in Texas. Ahr has spent their career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Dallas, Texas, and operates out of 412 other offices throughout the nation. In total, Lincoln Financial Advisors Corporation manages $20 billion in assets across 63,280 client accounts and retains more than 2,080 people. The firm's total assets under management makes it one of the largest firms in the United States. The firm manages 9,855 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 9% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Financial Advisors Corporation can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

20 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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

5910 N Central Expressway Suite 1810
Dallas, TX 75206-5215

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$22,285,255,860

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

1,995

TX Average: 46
Total Number of Accounts

73,971

TX Average: 1,775
Average Account Size

$301,270

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
  • Educational seminars/workshops
  • Other

Gary Ahr Work History

Gary has 20 years of experience.

1998 - Present (21 years)

Lincoln Financial Advisors Corporation

Disclosures

Gary Ahr has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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