Jacqueline Banister
Jacqueline Banister is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 19 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
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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.
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Jacqueline teaches Sunday School to 6th graders at St. Patrick's Roman Catholic Church, dedicating minimal time to this unpaid, volunteer position. In return, her yearly tuition is waived.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Gwn Securities INC.Broker
Gwn Securities INC.
New England Securities Corporation
New England SecuritiesBroker
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.