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James Saylor

Lincoln Investment
21 Years of Experience
Tallahassee, FL
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

James Saylor is a registered investment advisor at Lincoln Investment, based in Tallahassee, FL, with 21 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.

Lincoln Investment
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
961 advisors
Number of Clients
138,369 clients
Average Client Portfolio
$159K average
Assets Under Management
$22.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1410 Piedmont Drive East, Tallahassee, FL, 32308

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
September 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
December 2017 - Present · 8 yrs 10 mos
Capital Analysts
December 2017 - Present · 8 yrs 10 mos
Lincoln InvestmentBroker
March 2016 - Present · 10 yrs 7 mos
Lincoln Investment
March 2016 - Present · 10 yrs 7 mos
Previous Registrations
Signator Investors, INC.Broker
December 2015 - March 2016 · 3 mos
Signator Financial Services, INC.Broker
February 2012 - December 2015 · 3 yrs 10 mos
Ing Financial Partners, INC.Broker
December 2010 - February 2012 · 1 yr 2 mos
Ing Financial Advisers, LLCBroker
June 2007 - December 2010 · 3 yrs 6 mos
Symetra Investment Services, INC.Broker
November 2004 - June 2007 · 2 yrs 7 mos
State Registrations12 states
ALCAFLGAINMDMINCNYOHTXVA
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.
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