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Lynda Zwack

Lincoln Investment
36 Years of Experience
Walnut Creek, CA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Lynda Zwack is a registered investment advisor at Lincoln Investment, based in Walnut Creek, CA, with 36 years of industry experience. Lynda is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Walnut Creek, CA

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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.
Criminal
December 1971
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Lynda is a sales representative and owner selling insurance and annuity products since 1989, and servicing long-term care renewals since 2010. These activities require minimal time.

Employment History
Current Registrations
Lincoln Investment
April 2019 - Present · 7 yrs 6 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
August 2011 - October 2019 · 8 yrs 2 mos
Legend Advisory CORP
June 2004 - August 2011 · 7 yrs 2 mos
Legend Equities CorporationBroker
January 1994 - January 2017 · 23 yrs
Lincoln Financial Advisors CorporationBroker
June 1993 - October 1994 · 1 yr 4 mos
The Lincoln National Life Insurance CompanyBroker
June 1993 - October 1994 · 1 yr 4 mos
Legend Capital CorporationBroker
June 1993 - January 1994 · 7 mos
Lincoln Financial Advisors CorporationBroker
October 1990 - October 1994 · 4 yrs
The Lincoln National Life Insurance CompanyBroker
October 1990 - October 1994 · 4 yrs
State Registrations3 states
CAMENM
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.
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