James Saylor
James Saylor is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Criminal
September 1991Other Business ActivitiesSells Insurance
James is the Chief Operating Officer of Shero Group and dedicates minimal time to this role. He also works full-time as an Insurance Agent and IAR at The Gabor Financial Solutions, providing insurance and retirement options, and spends minimal time as Chairman of the Investment Strategy and Board Committee for MOST WORSHIPFUL UNION GRAND LODGE -MWUGL.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Signator Investors, INC.Broker
Signator Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
Ing Financial Advisers, LLCBroker
Symetra Investment Services, 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.