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Henry Thomas Cruz

Lincoln Investment

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About Henry Thomas Cruz

Henry Thomas Cruz is a financial advisor who has been in the industry since 1993. He is currently registered with Lincoln Investment and has been with the firm since 2017. Prior to that, Henry worked at Legend Equities Corporation, Washington Square Securities, Inc., PMG Securities Corporation, Calton & Associates, Inc., Aragon Financial Services, Inc., H.D. Vest Investment Securities, Inc., and The Variable Annuity Marketing Company. He has a Series 6, Series 63, and SIE license. Henry's areas of specialization include insurance, annuities, mutual funds, and fixed income. He has a client base of individuals, families, and small businesses.

Firm Information

Henry Cruz is currently registered with Lincoln Investment. Lincoln Investment is a Limited Liability Company headquartered in FORT WASHINGTON, PA. Established in 2015, the firm offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. Lincoln Investment manages approximately $17.2 billion in assets across 203,427 accounts and has a team of 883 investment professionals. The firm primarily serves high-net-worth individuals, corporations, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans. Lincoln Investment is registered with the SEC and in all 50 states, as well as Puerto Rico and the Virgin Islands.
Lincoln Investment

601 OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034-3232

$17.22B

Assets Under Management

679

Total Clients

1,156

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Henry Cruz’s Registration & Firm History

TX

01/03/2017 - Present

Lincoln Investment (HOUSTON TX)

TX

06/30/2003 - 01/03/2017

LEGEND EQUITIES CORPORATION (HOUSTON TX)

CT

01/02/2002 - 06/30/2003

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

IL

01/02/2001 - 12/31/2001

PMG SECURITIES CORPORATION (ELGIN IL)

FL

01/02/1997 - 12/20/2000

CALTON & ASSOCIATES, INC. (TAMPA FL)

CA

08/23/1996 - 12/31/1996

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

TX

08/26/1992 - 12/21/1994

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

TX

09/25/1991 - 02/25/1992

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/23/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Henry Thomas Cruz. Review regulatory record here.
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