Frank Zoltanski
Frank Zoltanski is a registered investment advisor at Lincoln Investment, based in Allentown, NJ, with 46 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
Allentown, NJ
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2011Customer Dispute
December 2010Employment Separation After Allegations
March 2010Customer Dispute
January 2010Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Metlife Securities INC.Broker
Metlife Securities INC.
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
State Registrations5 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.