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Brent Gaylon Tobiasson

Lincoln Financial Distributors, Inc.

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About Brent Gaylon Tobiasson

Brent Gaylon Tobiasson is a financial advisor with over 23 years of experience in the industry. Brent currently works with Lincoln Financial Distributors, Inc. in Radnor, PA. Brent has held prior positions with firms such as Prudential Annuities Distributors, Inc., Allianz Life Financial Services, LLC, Nationwide Investment Services Corporation, Principal Funds Distributor, Inc., Riversource Distributors, Inc., Ameriprise Financial Services, Inc., Wells Fargo Investments, LLC, WM Financial Services, Inc., Wells Fargo Van Kasper, LLC, Willamette Securities, Inc., and Phillips & Company Securities Inc. Brent has a Series 7, Series 63, Series 65, and SIE licenses.

Firm Information

Brent Tobiasson is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Brent Tobiasson’s Registration & Firm History

PA

01/04/2023 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

CT

07/21/2020 - 01/09/2023

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

MN

08/22/2017 - 06/25/2020

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

OH

02/27/2009 - 08/07/2017

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

IA

11/19/2007 - 12/31/2008

PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)

MN

01/01/2007 - 11/20/2007

RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)

MN

03/28/2006 - 01/01/2007

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

UT

01/27/2004 - 03/30/2006

WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)

CA

12/10/2002 - 01/21/2004

WM FINANCIAL SERVICES, INC. (IRVINE CA)

CA

10/12/2001 - 11/21/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

01/08/2001 - 10/12/2001

WELLS FARGO VAN KASPER, LLC (SAN FRANCISCO CA)

OR

06/03/1999 - 06/16/2000

WILLAMETTE SECURITIES, INC. (PORTLAND OR)

OR

10/22/1998 - 06/14/1999

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

IA

Issued 03/02/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brent Gaylon Tobiasson. Review regulatory record here.
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