Carol Peckman is a registered investment advisor at Lincoln Investment, based in Horsham, 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
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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
5 Walnut Grove Drive, Suite 240, Horsham, PA, 19044
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Carol is the owner of Peckman Financial Services, where she prepares federal, state, and local tax returns. This takes about 10-20% of her time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations18 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.