Kerry
Roberts

Lincoln Financial Securities Corporation

CRD#2094410
Investment Advisor
in Austin, TX
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About this Advisor

Kerry Roberts is a certified financial planner based in Austin, Texas, who has been in the financial industry for 14 years. Roberts is on the advisory team at Lincoln Financial Securities Corporation. Over the course of their career, they have held roles at Lincoln Financial Securities Corporation and Lincoln Financial. Roberts has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Texas. Lincoln Financial Securities Corporation is a company that has its headquarters in Austin, Texas. The company has offices in 322 locations and a total of 1,017 advisors. It controls $3 billion in total assets between its 13,186 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 23 charities and foundations. Of its 13,186 accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in investable assets. Lincoln Financial Securities Corporation performs 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 for financial advisory services largely are based on which services the firm provides the client. However, fees charged by Lincoln Financial Securities Corporation likely consist of some blend 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

Yes

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

$2,820,598,874

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

938

TX Average: 46
Total Number of Accounts

14,485

TX Average: 1,775
Average Account Size

$194,726

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

Kerry Roberts Work History

Kerry has 14 years of experience.

2008 - Present (11 years)

Lincoln Financial Securities Corporation

2004 - Present (15 years)

Lincoln Financial

Disclosures

Kerry Roberts has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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