Robert Restino
Robert Restino is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, 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
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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
Robert is the Secretary and Treasurer of Palm Beach Liquidators, Inc., overseeing logistics on an as-needed basis. He is also an insurance agent and the owner/agent of Pinnacle Financial Advisors, dedicating nearly full-time hours to insurance sales and service.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory CORP
Legend Equities CorporationBroker
Legend Capital CorporationBroker
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.