BH
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Bennie Hargrove

18 Years of Experience
Marlton, NJ
BrokerSells Insurance

Bennie Hargrove is a registered investment advisor at Lincoln Investment, based in Marlton, NJ, with 18 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Bennie works as a Financial Advisor and Sales Assistant, developing financial plans and assisting with marketing. This takes about half of Bennie's time.

Employment History
Current Registrations
Lincoln Investment
June 2021 - Present · 5 yrs 3 mos
Lincoln InvestmentBroker
May 2021 - Present · 5 yrs 4 mos
Previous Registrations
Capital One Advisors, LLC
October 2015 - June 2019 · 3 yrs 8 mos
Capital One Investing, LLCBroker
September 2015 - June 2019 · 3 yrs 9 mos
Edward Jones
April 2013 - September 2015 · 2 yrs 5 mos
Edward JonesBroker
April 2013 - September 2015 · 2 yrs 5 mos
Lincoln Investment Planning, INC
July 2009 - April 2013 · 3 yrs 9 mos
Lincoln InvestmentBroker
June 2009 - April 2013 · 3 yrs 10 mos
Fsc Securities Corporation
July 2008 - July 2009 · 1 yr
Fsc Securities CorporationBroker
July 2008 - July 2009 · 1 yr
Wachovia Securities, LLC
May 2007 - June 2008 · 1 yr 1 mo
Wachovia Securities, LLCBroker
May 2007 - June 2008 · 1 yr 1 mo
Nationwide Securities, INC.Broker
March 2006 - April 2007 · 1 yr 1 mo
American Express Financial Advisors, INC.
April 2005 - June 2005 · 2 mos
American Express Financial Advisors INC.Broker
March 2005 - June 2005 · 3 mos
Ids Life Insurance CompanyBroker
March 2005 - June 2005 · 3 mos
State Registrations1 state
NJ
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.