Esteban Yepes
Esteban Yepes is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 12 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2014Other Business ActivitiesSells Insurance
Esteban is an insurance agent for FEI and GAC Wealth Management, selling P&C and life insurance, and a senior commercial account manager for Sky Light Roofing, dedicating about half his time to each. He also owns Yepes Insurance LLC and Yepes Home Services LLC for tax purposes, and resells tickets to friends and family, spending minimal time on each.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Horace Mann Investors, INC.Broker
Metlife Securities INC.Broker
Wells Fargo Advisors, LLCBroker
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.