Joshua Denz is a CFP-designated registered investment advisor at Lincoln Investment, based in Amherst, NY, with 3 years of industry experience. Joshua 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
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
Location
61 John Muir Dr., Ste. 100, Amherst, NY, 14228
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Joshua works as a sales associate in financial services, assisting senior representatives. This activity takes about a quarter of his time.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations4 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.
Exams
More Advisors
- Olivia LyonsLincoln Investment
- Jason CampbellLincoln Investment
- Lee Kroening, CFPLincoln Investment
- Sean Connor, CFANottingham Advisors INC.
- Timothy O'shei, CFPF L Putnam Investment Management CO.
- Francis Ginnane, ChFCMML Investors Services, LLC