Gordon Bitler
Gordon Bitler is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 44 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2013Employment Separation After Allegations
January 2004Customer Dispute
November 2003Other Business ActivitiesSells Insurance
Gordon is an agent selling life insurance and long-term care insurance, spending a few hours per week on these activities. He also serves as a director for a demolition and construction company and owns rental property, dedicating minimal time to each.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Safeco Investment Services, INC.
Safeco Investment Services, INC.Broker
Lincoln Investment Planning, INC.Broker
Equico Securities, INC.Broker
First American National Securities, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.