Nancy Dinh
Nancy Dinh is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 22 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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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 ActivitiesSells Insurance
Nancy is a part owner of PC Connect, LLC, providing IT support services, and is also involved with the DFW Asian American Citizens Council and the Garland Police Never Walk Alone Foundation. Additionally, Nancy is a principal owner/agent at The Dinh Agency, Inc. and an insurance agent, selling various insurance products, dedicating a few hours per week to each insurance-related role.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Lincoln Investment
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Nationwide Securities, INC.Broker
State Registrations12 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.