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Kevin Joseph O'leary

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 4329123Firm CRD# 519
01

About

Kevin Joseph O'leary is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with LINCOLN INVESTMENT PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LINCOLN INVESTMENT PLANNING, LLC
LINCOLN INVESTMENT
AUM
$17.2B
Regulatory assets under management
Employees
1297
Total firm employees
View all advisors at LINCOLN INVESTMENT PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 4329123
Firm CRD# 519
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Joseph O'leary offer?
Kevin Joseph O'leary specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Kevin Joseph O'leary's credentials?
Kevin Joseph O'leary is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Joseph O'leary located?
Kevin Joseph O'leary is based in FORT WASHINGTON, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, LLC. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Kevin Joseph O'leary charge for services?
Kevin Joseph O'leary's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINCOLN INVESTMENT PLANNING, LLC?
LINCOLN INVESTMENT PLANNING, LLC has approximately 1297 employees and manages $17.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT WASHINGTON
Shawn Benjamin Capper — WHARTONHILL INVESTMENT ADVISORSFrank Elmer Rutan — WHARTONHILL INVESTMENT ADVISORSDeirdre Broderick Koerick — CAPITAL ANALYSTS, LLCThomas Gerard Murphy — LINCOLN INVESTMENT PLANNING, LLCMarilyn Bier Winiecki — WHARTONHILL INVESTMENT ADVISORS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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