Rhonda Mccurry is a registered investment advisor at Lincoln Investment, based in Independence, OH, with 36 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2 Summit Park Drive, Suite, Suite 210, Independence, OH, 44131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhonda performs administrative tasks and provides care for Baker Performance, dedicating a few hours per week. She also manages fix and flip real estate properties and owns rental property, spending minimal time on the latter.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Advisory Corporation
Legend Equities CorporationBroker
American Heritage Securities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Edward JonesBroker
Security First Financial, INC.Broker
State Registrations4 states
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.