Invested Better
Unclaimed

Unclaimed

Unclaimed

Lincoln Richardson

PFS Investments Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Lincoln? Claim Your Profile

About Lincoln Richardson

Lincoln Richardson is a registered representative with PFS Investments Inc. Lincoln is registered with the state of Connecticut and 6 other states. Lincoln has been in the financial industry since December 4, 2019. Lincoln is licensed to offer investment company products and variable contracts. Lincoln has also passed the Series 63 Uniform Securities Agent State Law Examination. Lincoln's current employment is with PFS Investments Inc. in WATERBURY, CT. The firm's branch office is located at 207 BANK STREET, 2ND FL, WATERBURY, CT 06702.

Firm Information

Lincoln Richardson is currently registered with PFS Investments Inc.. PFS Investments Inc. is a Corporation that was formed in 1981 and is headquartered in Duluth, GA. The firm provides portfolio management for individuals. They manage approximately $8,461,983,895 in regulatory assets for 59,808 total accounts. PFS Investments Inc. is registered with the SEC and in 53 states.
PFS Investments Inc.

1 PRIMERICA PARKWAY

DULUTH, GA 30099-0001

$8.46B

Assets Under Management

Not reported

Total Clients

17,935

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.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Lincoln Richardson’s Registration & Firm History

CT

12/05/2019 - Present

PFS Investments Inc. (WATERBURY CT)

Not sure if Lincoln Richardson is right for you?

Licenses & Designations

BC

Issued 06/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/05/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/16/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lincoln Richardson.
Not sure if Lincoln Richardson is right for you?