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Benjamin Asher Lincoln

Redwood Wealth Management, LLC

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About Benjamin Asher Lincoln

Benjamin Asher Lincoln is a financial advisor with Redwood Wealth Management, LLC. Benjamin has been in the industry since 2004 and has a strong background in portfolio management for individuals. Benjamin is registered with the following states: California, Louisiana, Michigan, North Carolina, Ohio, and Texas. Redwood Wealth Management, LLC offers financial planning and portfolio management services.

Firm Information

Benjamin Lincoln is currently registered with Redwood Wealth Management, LLC. Redwood Wealth Management, LLC is a Santa Monica, CA-based registered investment advisor with $381 million in regulatory assets under management. The firm provides portfolio management for individuals and selection of other advisors. Redwood Wealth Management, LLC primarily serves high-net-worth individuals and individuals other than high-net-worth.
Redwood Wealth Management, LLC

429 SANTA MONICA BLVD

SANTA MONICA, CA 90401

$381.00M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Lincoln’s Registration & Firm History

NC

11/19/2014 - Present

Redwood Wealth Management, LLC (CHARLOTTE NC)

NC

12/07/2007 - 12/18/2014

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

05/10/2004 - 12/14/2007

A. G. EDWARDS & SONS, INC. (CHARLOTTE NC)

NY

12/19/2003 - 04/19/2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 06/30/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2014

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Benjamin Asher Lincoln. Review regulatory record here.
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