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William Paul Flory

LINCOLN FINANCIAL INVESTMENTS CORPORATION·RADNOR, Pennsylvania
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150 N. RADNOR - CHESTER RD, RADNOR, PA 19087CRD# 2179986Firm CRD# 108881
01

About

William Paul Flory is a registered financial advisor based in RADNOR, Pennsylvania, affiliated with LINCOLN FINANCIAL INVESTMENTS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
LINCOLN FINANCIAL INVESTMENTS CORPORATION
LINCOLN FINANCIAL INVESTMENTS CORPORATION
AUM
$85.6B
Regulatory assets under management
Employees
124
Total firm employees
View all advisors at LINCOLN FINANCIAL INVESTMENTS CORPORATION →
Services
Portfolio management (pooled investments)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2179986
Firm CRD# 108881
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Paul Flory offer?
William Paul Flory specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in RADNOR, Pennsylvania for a consultation.
What are William Paul Flory's credentials?
William Paul Flory is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Paul Flory located?
William Paul Flory is based in RADNOR, Pennsylvania, working with LINCOLN FINANCIAL INVESTMENTS CORPORATION. Their office serves clients in the RADNOR metropolitan area and surrounding communities.
How does William Paul Flory charge for services?
William Paul Flory'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 FINANCIAL INVESTMENTS CORPORATION?
LINCOLN FINANCIAL INVESTMENTS 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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Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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