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Robert Lawrence Lincoln

BTS Asset Management, Inc.

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About Robert Lawrence Lincoln

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.

Firm Information

Robert Lincoln is currently registered with BTS Asset Management, Inc.. BTS Asset Management, Inc. is a Lincoln, MA-based investment advisor with a focus on portfolio management for individuals, businesses, and investment companies. The firm offers market timing services and other advisory services, and manages over $208 million in assets for over 834 clients. They are registered with the SEC (SEC Number: 801-14895).
BTS Asset Management, Inc.

55 OLD BEDFORD ROAD

LINCOLN, MA 01773

$208.50M

Assets Under Management

Not reported

Total Clients

7

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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consultation services

Consultation services

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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percentage of assets

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

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Robert Lincoln’s Registration & Firm History

NC

12/04/2013 - Present

BTS Asset Management, Inc. (CHAPEL HILL NC)

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Licenses & Designations

IA

Issued 05/14/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Lawrence Lincoln.
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