Scott Palmer
Scott Palmer is a registered investment advisor at Lincoln Investment, based in Colorado Springs, CO, 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
1710 Jet Stream Dr. #115, Colorado Springs, CO, 80921
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 →Other Business ActivitiesSells Insurance
Scott owns an office condo through SBCC Club Limited, LLC and is President, IAR, Secretary, and Treasurer of Defined Wealth, Inc., spending nearly full-time on client acquisition, servicing, and maintenance. He also dedicates minimal time to sales and research of insurance products through Defined Wealth Inc. - Insurance, and minimal time as Secretary of the HOA Board for Creekside Office Park.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Defined Wealth, INC.
Envoy Securities, LLCBroker
Envoy Advisory, INC.
Lincoln Investment Planning, INC
Lincoln InvestmentBroker
Legend Equities CorporationBroker
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.