Brian Alchermes
Brian Alchermes is a registered investment advisor at Lincoln Investment, based in Melville, NY, with 14 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
445 Broad Hollow Rd., Ste. 25, Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
Financial
June 2019Customer Dispute
March 2012Other Business ActivitiesSells Insurance
Brian is the owner/agent of Vital Insurance Agency, Inc. and an agent for Westchester Financial Partners LLC, both involving insurance sales, taking about a quarter of his time. Brian also owns Vital Planning Services, LLC for tax/accounting purposes, dedicating minimal time.
Employment History
Current Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
Vanderbilt Securities, LLCBroker
J.P. Morgan Securities LLCBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Pruco Securities, LLC.Broker
State Registrations15 states
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.