Unclaimed Profile

Jamie Burgener Ohl

LINCOLN INVESTMENT ADVISORS CORPORATION·RADNOR, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 26, Series 63Clean recordLINCOLN INVESTMENT ADVISORS CORPORATION

150 N. RADNOR - CHESTER RD, RADNOR, PA 19087CRD# 2683503Firm CRD# 108881

Profile Verification

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

Identity

Jamie Burgener Ohl · RADNOR, PA

Registration

CRD #2683503 · LINCOLN INVESTMENT ADVISORS CORPORATION

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LINCOLN FINANCIAL INVESTMENTS CORPORATION

CRD 108881 · SEC 801-23411

AUM

$85.6B

Regulatory assets under management

Employees

124

129 client accounts

Services offered by LINCOLN FINANCIAL INVESTMENTS CORPORATION

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at LINCOLN FINANCIAL INVESTMENTS CORPORATION →

Introduction

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Frequently Asked Questions

What services does Jamie Burgener Ohl offer?

Jamie Burgener Ohl specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.

What are Jamie Burgener Ohl's credentials?

Jamie Burgener Ohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Burgener Ohl located?

Jamie Burgener Ohl is based in RADNOR, Pennsylvania, working with LINCOLN INVESTMENT ADVISORS CORPORATION. Their office serves clients in the RADNOR metropolitan area and surrounding communities.

How does Jamie Burgener Ohl charge for services?

Jamie Burgener Ohl'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 LINCOLN INVESTMENT ADVISORS CORPORATION?

LINCOLN INVESTMENT ADVISORS CORPORATION has approximately 124 employees and manages $85.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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