Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Lincoln is a financial advisor with over 35 years of experience in the industry. Larry is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since October 2023. Larry holds the Series 7, Series 63, and Series 65 licenses. Larry has a wide range of experience serving individual clients, corporations, and institutional clients. Larry is also registered as an investment advisor in Texas and Delaware.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
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2
DE
10/20/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILMINGTON DE)
DE
07/05/2017 - 11/09/2023
RBC CAPITAL MARKETS, LLC (WILMINGTON DE)
DE
10/02/1989 - 06/08/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILMINGTON DE)
MD
11/21/1988 - 10/04/1989
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 11/29/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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