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Robert Oden

Lincoln Investment
41 Years of Experience
Ft. Lauderdale, FL
BrokerSells Insurance
View SEC Summary
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Robert Oden is a registered investment advisor at Lincoln Investment, based in Ft. Lauderdale, FL, with 41 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
961 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

800 S. Andrews Avenue, Suite 204, Ft. Lauderdale, FL, 33316

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is an investor in commercial real estate since 1981, dedicating minimal time to it. He is also the President and an investment advisor representative at Strategic Asset Management Group Advisors, working more than full-time. Additionally, Robert is an insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.

Employment History
Current Registrations
Lincoln InvestmentBroker
June 2012 - Present · 14 yrs 4 mos
Strategic Asset Management Group Advisors
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Capital Analysts, IncorporatedBroker
August 2009 - June 2012 · 2 yrs 10 mos
Mutual Service Corporation
January 1992 - August 2007 · 15 yrs 7 mos
Mutual Service CorporationBroker
March 1989 - August 2009 · 20 yrs 5 mos
Lowry Financial Services CorporationBroker
February 1989 - March 1989 · 1 mo
Travelers Equities Sales, INC.Broker
December 1984 - March 1989 · 4 yrs 3 mos
State Registrations3 states
FLNYTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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