Michael Lincoln
Michael Lincoln is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 37 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
12555 High Bluff Drive, Suite 305, San Diego, CA, 92130
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2017Regulatory
September 2016Other Business ActivitiesSells Insurance
Michael is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. He also owns rental properties and oversees business management, financial planning, and portfolio management as President of Lincoln Capital, Inc., dedicating about 10-20% of his time to this role. Additionally, Michael owns a BBQ-themed apparel business, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Sunset Financial Services, INC.Broker
Guardian Investor Services CorporationBroker
Washington Square Securities, INC.Broker
Fortis Investors, INC.Broker
Fortis Investors, INC.Broker
Sme Capital Management CorporationBroker
State Registrations1 state
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.