James Eismon is a CFP-designated registered investment advisor at Lincoln Investment, based in Hudson, OH, with 27 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
Hudson, OH
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Regulatory History (1)
Customer Dispute
October 2016Other Business Activities
James is a co-owner, managing member, and partner in Prestige Worldwide Capital Group LLC, a holding company for private securities investments. He also co-owns Ascend Financial Partners LLC for marketing and tax/accounting purposes, dedicating nearly full-time hours to this endeavor, including securities trading. Additionally, James serves as a board trustee and finance committee member for the University of Mount Union, spending minimal time on this role.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
The Variable Annuity Marketing CompanyBroker
VALIC Financial Advisors, INC.Broker
Public Employees Equities Services CompanyBroker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations10 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.