Unclaimed
Erin Lane is a registered representative of Lincoln Investment. Erin has been in the financial services industry for over 20 years. She has a Series 63 and Series 66 license. Erin specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Erin is also a client relationship consultant for Shepherd Financial, LLC. Lincoln Investment offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Erin's clients benefit from her experience and dedication to providing comprehensive financial guidance.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
01/28/2025 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
Active
Inactive
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