John Barham is a registered investment advisor at Lincoln Investment, based in Waco, TX, with 29 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
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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
100 N 6th St., Suite 900, Waco, TX, 76701
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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
John is the President of Brady Barham, Inc., a board member for CBG Admin Services and ENMU Ruidoso Education Foundation, and assists with rental property. He also works full-time in insurance sales and service as a 30% owner of Combined Benefits Group, Inc. and as a Managing Partner for BIS Burba Insurance Services.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Gwn Securities INC.Broker
Legend Equities CorporationBroker
Washington Square Securities, INC.Broker
Intervest International Equities CorporationBroker
Conseco Securities, INC.Broker
Conseco Financial Services, INC.Broker
Conseco Equity Sales, INC.Broker
State Registrations6 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.