Lincoln Anderson
Lincoln Anderson is a CFA-designated registered investment advisor at DBA Upal or United Professionals Assoc. LTD., based in Tulsa, OK, with 17 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 87 clients with $83M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Fee is not negotiable.
Fee Estimator
Location
6840 South Trenton Avenue, Tulsa, OK, 74136-4106
Get directionsHistory
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 →Employment History
Current Registrations
DBA Upal or United Professionals Assoc. LTD.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward JonesBroker
Edward Jones
Ameritrust Investment Advisors INC
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cedar Creek Financial Group, INC.Broker
Dickinson & CO.Broker
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.