Lincoln Geltz is a registered investment advisor, based in Salem, SC, with 39 years of industry experience.
Location
Salem, SC
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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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Lincoln uses the name Infinity Counsel Group P.C. for all securities business. This takes nearly full-time.
Employment History
Current Registrations
Spc
October 2024 - Present · 1 yr 7 mos
Sigma Financial CorporationBroker
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Cadaret Grant & CO INC
July 2010 - October 2024 · 14 yrs 3 mos
Cadaret, Grant & CO., INC.Broker
January 2001 - October 2024 · 23 yrs 9 mos
Park Avenue Securities LLCBroker
May 1999 - January 2001 · 1 yr 8 mos
Guardian Investor Services CorporationBroker
February 1989 - May 1999 · 10 yrs 3 mos
Mutual Service CorporationBroker
April 1987 - February 1989 · 1 yr 10 mos
Offerman & CO., INC.Broker
January 1987 - May 1987 · 4 mos
State Registrations3 states
FLMISC
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.