Robert Ouimet is a CFP-designated registered investment advisor at Lincoln Investment, based in Lutz, FL, with 21 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
16241 N. Florida Ave, Lutz, FL, 33549
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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
Robert advises clients on insurance and fixed products to determine if they align with their financial planning goals. This investment-related activity takes a few hours per week.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Russell Investments
Russell Investments Financial Services, LLCBroker
Franklin/templeton Distributors, INC.Broker
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
Signator Investors, INC.Broker
State Registrations3 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.