Robert Weissbein
Robert Weissbein is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 39 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is the owner and president of Complete Financial Inc., offering insurance sales, business consulting, and tax preparation, dedicating about 10-20% of his time. He also owns and manages Complete Construction Collier LLC, a residential construction business, spending a few hours per week.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Capital Guardian Wealth Management, LLC
Capital Guardian, LLCBroker
Newbridge Financial Services Group, INC.
Newbridge Securities CorporationBroker
United Securities Alliance, INC.
Complete Financial, INC.
United Securities Alliance, INC.Broker
The Investment Center, INC.Broker
U.S. Securities & Futures CORP.Broker
Linsco/private Ledger CORP.Broker
The Dreyfus Service CorporationBroker
North American Management, INC.Broker
Thomson Mckinnon Securities INC.Broker
State Registrations10 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.