Lauren
Snider

Lincoln Investment

CRD#7433445
Investment Advisor
in Renton, WA

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About this Advisor

Lauren Snider is a financial advisor working in Renton, Washington with a total of 1 year of relevant experience. Snider is an advisor for Lincoln Investment. The advisor has gained experience at Chs Nw, Western Washington University, Nooksack Valley High School, Thrivent Investment Management Inc, Thrivent Financial, Carla Benson Accounting, Lithtex Nw, Cafe 544, Lincoln Investment and Capital Analysts. Snider holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Washington. Lincoln Investment is a registered investment firm that has its headquarters in Fort Washington, PA. The company has offices in 354 locations and a total of 1,294 advisors. It manages $15 billion in assets between its 200,217 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 36 charities and foundations. Of its 200,217 customer accounts, just 2% belong to high-net-worth investors who have at least $1 million in assets available to invest. Lincoln Investment provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically depend on which service is offered. However, fees charged by Lincoln Investment may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

3900 E. Valley Road Suite 202
Renton, WA 98057

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Lincoln Investment Brokerage Details

Total Assets Under Management

$15,355,839,022

WA Average: $15,833,994,310
Total Number of Employees

1,294

WA Average: 41
Total Number of Accounts

200,217

WA Average: 3,342
Average Account Size

$76,696

WA Average: $4,737,880

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

Lauren Snider Work History

Lauren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lincoln Investment

2022 - Present (2 years)

Capital Analysts

2022 - 2022 (< 1 year)

Thrivent Financial

2021 - 2022 (1 year)

Thrivent Investment Management Inc

2021 - 2022 (1 year)

Thrivent Financial

2019 - 2021 (2 years)

Chs Nw

2017 - 2017 (< 1 year)

Lithtex Nw

2016 - 2018 (2 years)

Carla Benson Accounting

2015 - 2021 (6 years)

Western Washington University

2013 - 2014 (1 year)

Cafe 544

2011 - 2015 (4 years)

Nooksack Valley High School

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lauren Snider to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lincoln Investment

Roger Miller
Independence, OH
Angela Gelzine
Fort Washington, PA
Troy Prenger
Maria Stein, OH
Thomas Riley
Schaumburg, IL
John Laurito
Fort Washington, PA
Gabriel Macias
Stevensville, MI
Lisagrace Alsbury
Renton, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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