Thomas Pope is a registered investment advisor at Lincoln Investment, based in Lakewood, NY, 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
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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
110 Mall Blvd., Lakewood, NY, 14750
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the Investment Committee Chairman for Christ First United Methodist Church and provides IT technical support to Deppas Operations Inc. The IT support role takes about 10-20% of Thomas's time and is related to his role as a Registered Representative.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Equities CorporationBroker
State Registrations9 states
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