Carly Mccarty is a registered investment advisor at Lincoln Investment, based in Marlton, NJ, with 17 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
Suite 10201, 10000 Sagemore Drive, Marlton, NJ, 08053
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Regulatory History (1)
Employment Separation After Allegations
July 2013Other Business Activities
Carly is a licensed associate at Heritage Advisory Group, providing financial services. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
First Command Advisory Services
First Command Brokerage Services, INC.Broker
First Command Financial Planning, INC.
PNC Investments
PNC InvestmentsBroker
First Command Financial Planning, INC.
First Command Financial Planning, 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.