Pablo Oliva
Pablo Oliva 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
November 2018Other Business ActivitiesSells Insurance
Pablo is the owner of Sun Valley Financial, LLC, a former DBA used to pay operating expenses and insurance. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Capital Analysts
Previous Registrations
Northsight Wealth Management
Integrated Financial Solutions, PLLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
Clarus Wealth Advisors, LLC
Wfg Advisors, LP
Wfg Investments, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations7 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.