Christopher Lukas is a CFP-designated registered investment advisor at Lincoln Investment, based in Marlton, NJ, with 26 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
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
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 Activities
Christopher is a member of the Caddie Scholarship committee at Spring Lake Golf Club and treasurer of Manasquan Cares, Inc., both non-profit organizations, dedicating minimal time to each. Christopher also owns and manages Benmar 132W LLC, a residential rental property, spending minimal time on it.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Msec, LLCBroker
Mariner Wealth Advisors
Mariner Wealth Advisors
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
Capital Analysts Incorporated
Housen Financial Group, INC.
George Mckelvey CO., INC.Broker
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.