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James Lauriel Saylor

Lincoln Investment

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About James Lauriel Saylor

James Lauriel Saylor is a financial advisor with over 19 years of experience in the industry. James is currently registered with Lincoln Investment and Capital Analysts in Florida. James has experience in providing insurance and retirement options to employees of state colleges and universities in Florida. James also holds the Series 6, SIE, 63, and 65 licenses.

Firm Information

James Saylor 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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James Saylor’s Registration & Firm History

FL

03/27/2024 - Present

Lincoln Investment (Tallahassee FL)

FL

12/28/2015 - 03/15/2016

SIGNATOR INVESTORS, INC. (TALLAHASSEE FL)

FL

02/01/2012 - 12/28/2015

SIGNATOR FINANCIAL SERVICES, INC. (TALLAHASSEE FL)

FL

12/20/2010 - 02/10/2012

ING FINANCIAL PARTNERS, INC. (TALLAHASSEE FL)

FL

06/07/2007 - 12/31/2010

ING FINANCIAL ADVISERS, LLC (TALLAHASSEE FL)

FL

11/17/2004 - 06/08/2007

SYMETRA INVESTMENT SERVICES, INC. (TALLAHASSEE FL)

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Licenses & Designations

BC

Issued 08/31/2020

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 11/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for James Lauriel Saylor. Review regulatory record here.
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