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RP
ChFC
RP
ChFC

Robert Provance

Lincoln Investment
27 Years of Experience
Independence, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Provance is a ChFC-designated registered investment advisor at Lincoln Investment, based in Independence, OH, with 27 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
964 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2 Summit Park Drive, Suite, Suite 210, Independence, OH, 44131

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Robert works as an insurance agent, selling and servicing health insurance products since 1998. This activity takes about a quarter of his time.

Employment History
Current Registrations
Lincoln Investment
April 2019 - Present · 7 yrs 6 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 9 mos
Previous Registrations
Legend Advisory, LLC
January 2015 - October 2019 · 4 yrs 9 mos
Legend Equities CorporationBroker
December 2014 - January 2017 · 2 yrs 1 mo
Nationwide Securities, LLCBroker
March 2005 - December 2014 · 9 yrs 9 mos
Farmers Financial Solutions, LLCBroker
February 2004 - November 2004 · 9 mos
Nylife Securities INC.Broker
November 2003 - January 2004 · 2 mos
Metlife Securities INC.
October 2002 - September 2003 · 11 mos
Metlife Securities INC.Broker
September 1998 - September 2003 · 5 yrs
Metropolitan Life Insurance CompanyBroker
September 1998 - September 2003 · 5 yrs
State Registrations1 state
OH
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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