Unclaimed Profile

Vellore Gururaja Rao

LINCOLN INVESTMENT PLANNING, LLC·FORT WASHINGTON, Pennsylvania

LINCOLN INVESTMENT PLANNING, LLC

601 OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034-3232CRD# 6052318Firm CRD# 519

Profile Verification

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

Identity

Vellore Gururaja Rao · FORT WASHINGTON, PA

Registration

CRD #6052318 · LINCOLN INVESTMENT PLANNING, LLC

Brand Profile

Not yet started

Disclosure history

7 disclosures on file · See FINRA BrokerCheck for full record

About

Vellore Gururaja Rao 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LINCOLN INVESTMENT PLANNING, LLC

LINCOLN INVESTMENT

AUM

$17.2B

Regulatory assets under management

Employees

1297

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6052318

Firm CRD# 519

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Vellore Gururaja Rao offer?

Vellore Gururaja Rao specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.

What are Vellore Gururaja Rao's credentials?

Vellore Gururaja Rao is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Vellore Gururaja Rao located?

Vellore Gururaja Rao 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 Vellore Gururaja Rao charge for services?

Vellore Gururaja Rao'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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