Linc Wealth Solutions
Linc Wealth Solutions (CRD# 174470) is a financial advisory firm headquartered in Norristown, PA. They manage $8,256,168 in 51 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management8MILLION
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Total Number of Accounts51ACCOUNTS
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Average Account Value$161,886
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Linc Wealth Solutions
1
Rebecca Leonard (CRD# 5392402) is an Investment Advisor Representative working at Linc Wealth Solutions in Norristown, PA and has over 16 years of experience in the finance industry.
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