Beth Gibson
Advisor at Lincoln Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Lincoln Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Fort Washington, PA 19034
Credentials
CFP®, ChFC®, Series 63
Industry experience
7 years
Beth Gibson is a financial advisor at Lincoln Investment with seven years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 63 license. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and several other financial and non-financial firms. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom and model portfolios, ERISA retirement plan advice, and access to third-party managers.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees possible for financial planning services; fees negotiated individually
$0 - $500,000: Wealth Solutions Platform Fee: 0.15%; Workplace Retirement Solutions Platform Fee: 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee: 0.12%; Workplace Retirement Solutions Platform Fee: 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee: 0.10%; Workplace Retirement Solutions Platform Fee: 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee: 0.08%; Workplace Retirement Solutions Platform Fee: 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee: 0.06%; Workplace Retirement Solutions Platform Fee: 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee: 0.04%; Workplace Retirement Solutions Platform Fee: 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee: 0.03%; Workplace Retirement Solutions Platform Fee: 0.15% $35,000,000.01+: Wealth Solutions Platform Fee: 0.02%; Workplace Retirement Solutions Platform Fee: 0.15%
Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products
Hourly fees possible for financial planning services; fees negotiated individually
Minimum fee: Minimum annual Platform Fee of $100.00 per year for Lincoln Signature Solutions Client Custom Portfolios Program Fee-only: Financial planning services offered on flat or hourly fee basis; fees negotiated individually; hourly or flat fees disclosed in Planning Services Agreement
601 Office Center Drive, Suite 300
Fort Washington, PA 19034
Pennsylvania
Lincoln Investment
2023 - Present (3 years)
Talbots
2022 - 2025 (3 years)
The Horseshoe Crab
2021 - 2022 (1 year)
Northwestern Mutual Wealth Management Company
2019 - 2023 (4 years)
Meghan Newell
2019 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2023 (5 years)
William Horne
2018 - 2023 (5 years)
Kaylen Mitchell
2018 - 2018 (1 year)
William Horne
2018 - 2018 (1 year)
Chick fil A
2018 - 2018 (1 year)
Staff Care 24 7
2017 - 2018 (1 year)
Chick fil A
2016 - 2017 (1 year)
Jen Jenkins with Coffee Fox
2016 - 2016 (1 year)
Carrie at Scribble Art Studio
2016 - 2016 (1 year)
Investment Credit Capital
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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