Charles Waddell is a registered investment advisor at Lincoln Investment, based in West Palm Beach, FL, with 30 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
1860 Old Okeechobee Rd., Ste. 401, West Palm Beach, FL, 33409
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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.
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Charles owns C.W.W. Properties Inc., which buys and sells residential real estate. He dedicates minimal time to this activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
F & S Asset Management Group, INC.
Lincoln Financial Securities CorporationBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Intersecurities, INC.
Intersecurities, INC.Broker
Wachovia Securities, INC.
Wachovia Securities, INC.Broker
Wachovia Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations8 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.