Barry Rawls
Barry Rawls is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 31 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
Get directionsHistory
Regulatory History (1)
Criminal
February 1990Other Business ActivitiesSells Insurance
Barry is the owner and agent of Rawls Financial Advisors, offering life and health insurance, and refers out property and casualty insurance. He also holds positions in Rawls Enterprises Inc., J&S Rawls, owns rental property, and is the executor and trustee of the estates of Jackie & Sally Rawls.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Gwn Securities INC.Broker
Planmember Securities CorporationBroker
Lincoln Investment Planning, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations5 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.