Don Crook is a registered investment advisor at Lincoln Investment, based in Austin, TX, with 33 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
1202 Lakeway Drive, Suite 6, Austin, TX, 78734
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Don is involved in several outside business activities, including serving as a board member for Partners in Hope Ministries and The Michael James Cotton Foundation. He also works as President/Agent for Combined Benefits Group, Inc. selling employee benefit plans and insurance, and receives residual commissions from fixed annuities and insurance sales, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Intervest International Equities CorporationBroker
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Equity Sales, INC.Broker
State Registrations3 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.