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Karen A Oneill

LINCOLN INVESTMENT PLANNING, INC.·WYNCOTE, Pennsylvania
Unclaimed Profile
FORST PAVILION, WYNCOTE, PA 19095-1595CRD# 1756874Firm CRD# 519
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About

Karen A Oneill is a registered financial advisor based in WYNCOTE, Pennsylvania, affiliated with LINCOLN INVESTMENT PLANNING, INC.. This profile is generated from public SEC and FINRA registration data.

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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# 1756874
Firm CRD# 519
7 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen A Oneill offer?
Karen A Oneill specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WYNCOTE, Pennsylvania for a consultation.
What are Karen A Oneill's credentials?
Karen A Oneill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen A Oneill located?
Karen A Oneill is based in WYNCOTE, Pennsylvania, working with LINCOLN INVESTMENT PLANNING, INC.. Their office serves clients in the WYNCOTE metropolitan area and surrounding communities.
How does Karen A Oneill charge for services?
Karen A Oneill'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, INC.?
LINCOLN INVESTMENT PLANNING, INC. 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 WYNCOTE
Harry Samuel Forst — LINCOLN INVESTMENT PLANNING, INC.Rosemarie Forst — LINCOLN INVESTMENT PLANNING, INC.Mariellen Forst-Paulus — CAPITAL ANALYSTS, LLCNeil D Wernick — LINCOLN INVESTMENT PLANNING, INC.Edward Samuel Forst — LINCOLN INVESTMENT PLANNING, INC.
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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