TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Allen Sasser

Lincoln Investment
18 Years of Experience
Tallahassee, FL
Broker
View SEC Summary
View SEC Summary

Allen Sasser is a CFP-designated registered investment advisor at Lincoln Investment, based in Tallahassee, FL, with 18 years of industry experience. Allen 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
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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Employment History
Current Registrations
Lincoln Investment
May 2026 - Present · 5 mos
Lincoln Investment
May 2026 - Present · 5 mos
Lincoln InvestmentBroker
May 2026 - Present · 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
June 2025 - March 2026 · 9 mos
Raymond James Financial Services Advisors, INC
June 2025 - March 2026 · 9 mos
Prosperity Capital Advisors
July 2022 - March 2025 · 2 yrs 8 mos
Petros Advisory Services, LLC
January 2022 - January 2023 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2012 - November 2021 · 9 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2012 - November 2021 · 9 yrs
Strategic Advisers, INC.
November 2011 - October 2012 · 11 mos
Fidelity Brokerage Services LLCBroker
October 2007 - October 2012 · 5 yrs
State Registrations4 states
ALFLGATX
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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