Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lincoln? Claim Your ProfileLincoln Anderson is a financial advisor with LPL Financial LLC. Lincoln is a Registered Representative and Investment Advisor Representative licensed in Oklahoma and Texas. Lincoln has been in the industry since 1997 and has experience with a variety of financial products and services. Prior to joining LPL Financial, Lincoln was with Edward Jones and Merrill Lynch. Lincoln holds a Series 7, 63, 66 and 31 securities licenses. Lincoln is a Chartered Financial Analyst (CFA).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
OK
03/10/2022 - Present
LPL Financial LLC (TULSA OK)
OK
01/05/2017 - 03/07/2022
EDWARD JONES (TULSA OK)
AR
01/05/2006 - 11/21/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
TX
04/22/1997 - 06/10/1997
CEDAR CREEK FINANCIAL GROUP, INC. (IRVING TX)
IA
01/11/1993 - 05/12/1993
DICKINSON & CO. (DES MOINES IA)
BOTH
Issued 01/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/21/1997
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Lincoln Anderson is the right advisor for you? Invested Better is here to help.
