Unclaimed Profile

Marguerite L Lincoln

MOSBY LINCOLN LC·WICHITA, Kansas

Clean recordMOSBY LINCOLN LC

7309 E. 21ST, SUITE 120, WICHITA, KS 67206-1178CRD# 4355199Firm CRD# 107135

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marguerite L Lincoln · WICHITA, KS

Registration

CRD #4355199 · MOSBY LINCOLN LC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Marguerite L Lincoln is a registered financial advisor based in WICHITA, Kansas, affiliated with MOSBY LINCOLN LC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Fee-Only Advisory

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MOSBY LINCOLN LC

AUM

$354M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MOSBY LINCOLN LC →

Services

Portfolio management (individuals)

Pension consulting

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4355199

Firm CRD# 107135

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Frequently Asked Questions

What services does Marguerite L Lincoln offer?

Marguerite L Lincoln specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in WICHITA, Kansas for a consultation.

What are Marguerite L Lincoln's credentials?

Marguerite L Lincoln is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marguerite L Lincoln located?

Marguerite L Lincoln is based in WICHITA, Kansas, working with MOSBY LINCOLN LC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Marguerite L Lincoln charge for services?

Marguerite L Lincoln's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOSBY LINCOLN LC?

MOSBY LINCOLN LC has approximately 2 employees and manages $354M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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