Michael
Lincoln
Fidelity Personal And Workplace Advisors
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About this Advisor
Michael Lincoln is a financial advisor based in Richmond, Texas, working with Fidelity Personal And Workplace Advisors. Michael has previously held positions at Edward Jones, Uber, University Of Phoenix, Carmax, Mackay Marine, First Command, First Command Brokerage Services, First Command Advisory Services, First Command Insurance Services, and Fidelity Investments. Michael has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Fidelity Personal And Workplace Advisors, which operates out of Richmond, Texas. The firm has 2,960 offices and 15,424 employees. The firm manages assets totaling $818.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Fidelity Personal And Workplace Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$818,776,100,963
15,424
1,991,043
$411,230
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
Michael Lincoln Work History
Fidelity Investments
First Command Brokerage Services
First Command Advisory Services
First Command Insurance Services
First Command
Mackay Marine
Edward Jones
Uber
Carmax
University Of Phoenix
Disclosures
Please visit the SEC profile of Michael Lincoln to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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