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Randal Buettner

25 Years of Experience
Fort Washington, PA
Broker

Randal Buettner is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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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 Activities

Randal's spouse, Sharon Buettner, co-owns a rental/vacation house, an activity that started in 2017. Randal has no specific duties related to this venture and spends no time on it.

Employment History
Current Registrations
Lincoln Investment
February 2018 - Present · 8 yrs 5 mos
Lincoln InvestmentBroker
January 2017 - Present · 9 yrs 6 mos
Previous Registrations
Legend Advisory, LLC
February 2006 - October 2019 · 13 yrs 8 mos
Legend Equities CorporationBroker
January 2003 - January 2017 · 14 yrs
VALIC Financial Advisors, INC.Broker
September 2000 - December 2002 · 2 yrs 3 mos
The Variable Annuity Marketing CompanyBroker
September 2000 - December 2001 · 1 yr 3 mos
Pruco Securities CorporationBroker
March 2000 - August 2000 · 5 mos
State Registrations5 states
COGANDNMPA
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.