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Lynn Balch

Lincoln Investment
41 Years of Experience
Wellington, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Lynn Balch is a registered investment advisor at Lincoln Investment, based in Wellington, FL, with 41 years of industry experience. Lynn 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
964 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
—
View Full SEC Brochure

Location

12773 West Forest Hill Blvd., Suite 200, Wellington, FL, 33414

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2005
Denied
Employment Separation After Allegations
May 2003
Employment Separation After Allegations
December 1999
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lynn is involved in several outside business activities, including being a BOD member for Rotary, a representative for Unum and Illinois Mutual (insurance), and an enroller/adviser for employee benefits. Lynn also dedicates minimal time to Balch Retirement Planning, a sub S corp for tax purposes, and a few hours per week to employee benefits enrollment.

Employment History
Current Registrations
Lincoln Investment
June 2017 - Present · 9 yrs 4 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Lincoln Investment
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
October 2010 - October 2019 · 9 yrs
Legend Equities CorporationBroker
July 2005 - January 2017 · 11 yrs 6 mos
Symetra Investment Services, INC.Broker
June 2003 - July 2005 · 2 yrs 1 mo
Allstate Financial Services, LLCBroker
December 1999 - May 2003 · 3 yrs 5 mos
Signator Investors, INC.Broker
May 1997 - January 2000 · 2 yrs 8 mos
Pruco Securities CorporationBroker
October 1984 - May 1997 · 12 yrs 7 mos
State Registrations3 states
FLGAPA
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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