Financial advisors in Lincoln, RI

26 match

Angela Thomson
Financial advisor at Coastal Financial Planning, Inc.
Coastal Financial Planning, Inc. · $37M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donna Sowa Allard
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jan Hilfer
Financial advisor at Eisenhilfer Capital LLC
Eisenhilfer Capital LLC · $43.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathan Beauvais
Financial advisor at Sowa Financial Group
Sowa Financial Group · $517M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Raymond Arruda
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alex Rampone
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amanda Bartolini
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Christopher Dandeneau
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Christopher Lepine
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Bolton
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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David Malatesta
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
VerifiedFinancial planning
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David Way
Financial advisor at Vanderbilt Advisory Services
Vanderbilt Advisory Services · $2.11B AUM
VerifiedFinancial planning
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Elijah Dias De Oliveira
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Joseph Pate
Financial advisor at Foundations Investment Advisors LLC
Foundations Investment Advisors LLC · $10.1B AUM
VerifiedFinancial planning
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Joseph Tallman
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Kerri Murray
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Lyse-Anne Lepine
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Martin Bodner
Financial advisor at Integrated Wealth Concepts LLC
Integrated Wealth Concepts LLC · $23.58B AUM
VerifiedFinancial planning
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Michael Capalbo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
VerifiedFinancial planning
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Nicholas Lamoureux
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Patrick Kumar
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Santucci
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Lepine
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ross Gobeille
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Steven Beauvais
Financial advisor at Sowa Financial Group
Sowa Financial Group · $517M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tamara Wickramasinghe
Financial advisor at Santander Securities
Santander Securities · $3.14B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Lincoln, RI

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Lincoln, RI.

How this list works

Before you hire an advisor in Lincoln, RI