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Linda Darlene Steele

Lincoln Investment

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About Linda Darlene Steele

Linda Steele is a financial advisor registered with Lincoln Investment and Capital Analysts. Linda has been in the financial industry since May 8, 1999. Linda holds a Series 7, Series 63, and Series 65 license. Linda is also registered in Arkansas, Florida, Indiana, Kentucky, Ohio, South Carolina, and Virginia. Linda specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Linda Steele 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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Linda Steele’s Registration & Firm History

OH

06/28/2017 - Present

Lincoln Investment (West Chester OH)

FL

09/09/2011 - 01/03/2017

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

KY

08/17/2001 - 09/03/2010

ALLSTATE FINANCIAL SERVICES, LLC (LEXINGTON KY)

NY

06/23/1999 - 08/30/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

04/09/1998 - 05/28/1999

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/04/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Linda Darlene Steele.
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