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Robert James Schup

Lincoln Investment

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About Robert James Schup

Robert James Schup is a financial advisor with over 10 years of experience in the industry. Robert currently works at Lincoln Investment and Capital Analysts. Robert is registered with FINRA and the states of Delaware, District of Columbia, Florida, Maryland, North Carolina, South Carolina, Virginia, and West Virginia. Robert specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses.

Firm Information

Robert Schup 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 Schup’s Registration & Firm History

FL

12/19/2023 - Present

Lincoln Investment (PALM BEACH GARDENS FL)

VA

11/06/2020 - 12/19/2023

SECURITIES AMERICA, INC. (VIRGINIA BEACH VA)

VA

04/24/2019 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (Norfolk VA)

VA

04/16/2018 - 04/25/2019

THE O.N. EQUITY SALES COMPANY (NORFOLK VA)

VA

03/02/2017 - 09/12/2017

INFINEX INVESTMENTS, INC. (Newport News VA)

VA

05/07/2015 - 03/13/2017

CUSO FINANCIAL SERVICES, L.P. (VIRGINIA BEACH VA)

VA

08/20/2014 - 05/20/2015

SAGEPOINT FINANCIAL, INC. (VIRGINIA BEACH VA)

NC

03/30/2012 - 08/15/2014

MML INVESTORS SERVICES, LLC (ELIZABETH CITY NC)

NC

12/02/2011 - 03/28/2012

MORGAN STANLEY SMITH BARNEY (ELIZABETH CITY NC)

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Licenses & Designations

BOTH

Issued 12/30/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert James Schup. Review regulatory record here.
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