Unclaimed
Robert Lincoln is a registered Investment Advisor Representative with BTS Asset Management, Inc. and Lincoln Investment Advisers, LLC. Robert holds a Series 65 license. Robert has worked in the investment advisory industry since 2004, and has worked for BTS Asset Management, Inc. since 2013. Robert's primary office location is in Chapel Hill, NC. Robert specializes in financial planning, market timing services, and portfolio management. In addition to his advisory work, Robert also owns and manages a residential rental property business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consultation 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.
A percentage of the total value of assets under management is charged.
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NC
12/04/2013 - Present
BTS Asset Management, Inc. (CHAPEL HILL NC)
IA
Issued 05/14/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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