LK
CFP
LK
CFP
Lincoln Kopetski
27 Years of Experience
Alpharetta, GA
1 DisclosureBrokerSells Insurance
Lincoln Kopetski is a CFP-designated registered investment advisor, based in Alpharetta, GA, with 27 years of industry experience.
Location
2400 Lakeview Parkway, Suite 550, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
January 2012Denied
Other Business ActivitiesSells Insurance
Lincoln is an investment advisor representative (IAR) with Merit Financial Advisors, dedicating nearly full-time hours to serving clients. He also sells fixed insurance products, dedicating a few hours per week, and owns Chinook Services LLC for tax/investment purposes, requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 11 mos
Merit Financial Advisors
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Triad Investment Management
January 2019 - October 2022 · 3 yrs 9 mos
LPL Financial LLCBroker
January 2019 - August 2024 · 5 yrs 7 mos
U.S. Bancorp Investments, INC.
July 2012 - January 2019 · 6 yrs 6 mos
U.S. Bancorp Investments, INC.Broker
July 2012 - January 2019 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - August 2012 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - August 2012 · 2 yrs 10 mos
Banc of America Investment Services, INC.
September 2008 - October 2009 · 1 yr 1 mo
Banc of America Investment Services, INC.Broker
September 2008 - October 2009 · 1 yr 1 mo
Edward Jones
November 2006 - September 2008 · 1 yr 10 mos
Edward JonesBroker
February 2002 - September 2008 · 6 yrs 7 mos
Salomon Smith Barney INC.Broker
June 1999 - February 2002 · 2 yrs 8 mos
Waddell & Reed, INC.Broker
March 1999 - July 1999 · 4 mos
State Registrations12 states
ALAZCAIDMTNMOHORTNTXUTWA
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.