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Larry Lincoln
37 Years of Experience
Wilmington, DE
2 DisclosuresBroker
Larry Lincoln is a registered investment advisor at Wells Fargo Advisors, based in Wilmington, DE, with 37 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1013 Centre Rd, Ste 229, Wilmington, DE, 19805
Get directionsHistory
Regulatory History (2)
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Customer Dispute
February 2001Closed-No Action
Criminal
October 1974Final Disposition
Other Business Activities
Larry has 100% ownership of Rose Financial LLC, a financial practice. This activity takes Larry a full-time commitment, including during trading hours.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2023 - Present · 2 yrs 7 mos
Wells Fargo Advisors
October 2023 - Present · 2 yrs 7 mos
Previous Registrations
RBC Capital Markets, LLCBroker
July 2017 - November 2023 · 6 yrs 4 mos
RBC Capital Markets, LLC
July 2017 - November 2023 · 6 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1998 - June 2017 · 19 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - June 2017 · 27 yrs 8 mos
Legg Mason Wood Walker, IncorporatedBroker
November 1988 - October 1989 · 11 mos
State Registrations18 states
CADEFLGALAMDMINCNJNMNYOHPATNTXVAWAWI
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.