Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Evan? Claim Your ProfileEvan Justin Lincoln is a registered representative with City National Rochdale in San Francisco, CA. Evan Justin Lincoln has been working in the financial industry since April 2019. Evan Justin Lincoln has passed the SIE, Series 7TO, Series 63, and Series 65 exams. Evan Justin Lincoln is registered to provide investment advice in California.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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CA
04/18/2024 - Present
City National Rochdale (San Francisco CA)
BC
Issued 06/13/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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