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Investment Advisor Representative

Here's a quick look at what Lincoln Financial Network provides to Investment Advisor Representatives:

Financial Planning and Consultation Services
Putting together a written financial plan for your clients provides them with a long-term financial outlook, while giving you a clear perspective on their individual financial needs. Backed by the financial planning expertise within the Lincoln Financial Network, Investment Advisor Representatives can provide financial plans and analyses for a fee, as well as financial consultation.

Asset Management
Lincoln Financial Network provides Investment Advisor Representatives with a variety of asset management services including turnkey mutual fund programs, advisor-managed programs, separately managed accounts, multi-discipline accounts, and unified managed account programs. Before offering asset management services, you'll need to determine the level of involvement you want when it comes to managing the assets of your clients. You can choose whether you want to focus on:

  • Managing assets, which involves a higher degree of control, as you are the primary advisor in determining strategy and investment selection
  • Gathering assets, which avoids involvement in portfolio management by outsourcing asset allocation and investment selection to a third party and focuses more on client relationship management

Many advisors choose a combination of the two.

Whether you prefer active or passive investment management strategies, and no matter what level of involvement you want to have in portfolio management, Lincoln Financial Network has the platforms and tools to support your business.

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