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Christopher Cokinis

35 Years of Experience
Lutz, FL
1 DisclosureBroker

Christopher Cokinis is a registered investment advisor at Lincoln Investment, based in Lutz, FL, with 35 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

16241 N. Florida Ave, Lutz, FL, 33549

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History

Regulatory History (1)
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.
Regulatory
December 1987
Final
Employment History
Current Registrations
Lincoln Investment
November 2025 - Present · 6 mos
Lincoln InvestmentBroker
November 2025 - Present · 6 mos
Previous Registrations
Calton & Associates, INC.Broker
June 2021 - November 2023 · 2 yrs 5 mos
Calton & Associates, INC.
May 2021 - November 2023 · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
January 2021 - May 2021 · 4 mos
Ameriprise Financial Services, LLC
January 2021 - May 2021 · 4 mos
Oneamerica Securities, INC.Broker
September 2020 - January 2021 · 4 mos
Oneamerica Securities, INC.
September 2020 - January 2021 · 4 mos
World Equity Group, INC.
March 2018 - October 2019 · 1 yr 7 mos
World Equity Group, INC.Broker
March 2018 - October 2019 · 1 yr 7 mos
LPL Financial LLC
June 2016 - June 2016 · 0 mos
Independent Financial Partners
April 2016 - March 2018 · 1 yr 11 mos
LPL Financial LLCBroker
February 2016 - February 2018 · 2 yrs
Vsr Advisory Services
December 2013 - December 2015 · 2 yrs
Vsr Financial Services, INC.Broker
December 2013 - December 2015 · 2 yrs
Vsr Advisory Services
December 2013 - December 2013 · 0 mos
Argentus Securities, LLCBroker
March 2012 - December 2013 · 1 yr 9 mos
Argentus Advisors, LLC
March 2012 - December 2013 · 1 yr 9 mos
Ing Financial Partners, INC
October 2003 - February 2012 · 8 yrs 4 mos
Ing Financial Partners, INC.Broker
October 2003 - February 2012 · 8 yrs 4 mos
Locust Street Securities, INC.Broker
January 2003 - December 2003 · 11 mos
Locust Street Securities, INC.
January 2003 - December 2003 · 11 mos
Terra Securities CorporationBroker
March 2001 - August 2002 · 1 yr 5 mos
Capital Brokerage CorporationBroker
September 2000 - August 2002 · 1 yr 11 mos
Aul Equity Sales CORP.Broker
September 1997 - September 2000 · 3 yrs
American United Life Insurance CompanyBroker
September 1997 - September 2000 · 3 yrs
Lincoln Financial Advisors CorporationBroker
May 1995 - August 1997 · 2 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
May 1995 - August 1997 · 2 yrs 3 mos
Transamerica Financial Resources, INC.Broker
January 1994 - April 1995 · 1 yr 3 mos
Invest Financial CorporationBroker
December 1992 - January 1994 · 1 yr 1 mo
Hamilton Investments, INC.Broker
May 1991 - November 1992 · 1 yr 6 mos
Ids Life Insurance CompanyBroker
September 1990 - April 1991 · 7 mos
American Express Financial Advisors INC.Broker
September 1990 - April 1991 · 7 mos
Drake & Company Investment Services, INC.Broker
June 1989 - March 1990 · 9 mos
Kurk Financial Securities, INC.Broker
October 1988 - May 1989 · 7 mos
Oberweis Securities, INC.Broker
February 1988 - September 1988 · 7 mos
Engler-Budd & Company INC.Broker
June 1986 - February 1988 · 1 yr 8 mos
State Registrations2 states
FLKS
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.