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Robert J Hetherington

Lincoln Investment

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About Robert J Hetherington

Robert Hetherington is a financial advisor in Parsippany, NJ. Robert has been in the financial services industry since 2006. Robert is currently registered with Lincoln Investment and Capital Analysts and has been previously registered with LPL FINANCIAL LLC, J.P. MORGAN SECURITIES LLC, CETERA ADVISOR NETWORKS LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, J.P. MORGAN SECURITIES INC., BARCLAYS CAPITAL INC., and HSBC SECURITIES (USA) INC. Robert is registered with the Securities and Exchange Commission and has passed the Series 63, Series 65, Series 7, and SIE exams. Robert specializes in Portfolio Management for Individuals, Financial Planning, and Selection of Other Advisers. Robert is committed to providing his clients with the highest level of service and expertise.

Firm Information

Robert Hetherington 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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Robert Hetherington’s Registration & Firm History

NJ

02/08/2023 - Present

Lincoln Investment (Parsippany NJ)

NJ

01/04/2021 - 02/13/2023

LPL FINANCIAL LLC (WEST ORANGE NJ)

NJ

03/27/2017 - 01/12/2021

J.P. MORGAN SECURITIES LLC (FLORHAM PARK NJ)

NJ

06/08/2016 - 01/03/2017

CETERA ADVISOR NETWORKS LLC (FLANDERS NJ)

NJ

11/08/2013 - 06/20/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)

NY

09/12/2007 - 09/17/2009

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

10/27/2005 - 08/29/2007

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

10/30/2002 - 10/11/2005

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

08/24/2001 - 10/31/2002

HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)

NJ

12/09/1999 - 05/15/2001

CSFBDIRECT, INC. (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 06/29/2016

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/30/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert J Hetherington.
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