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Credentials
Series 63
Experience Industry experience
26 years
Location
Oneonta, AL 35121
Edward Jones
Institution
Lincoln Marcum is a financial advisor at Edward Jones with 25 years of industry experience. He has been with Edward Jones since 2004 and holds a Series 63 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.
Based on Edward Jones
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Oneonta, AL
1104 Second Ave East Ste F
Oneonta AL 35121
Advisors at this office
1
Alabama
26 years of industry experience
Edward Jones
2004 - Present • 22 years
St. Louis, MO
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.
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.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
Oneonta, AL
H2OLS Wealth Management Solutions LLC
Thomas Hampton is a financial advisor at H2OLS Wealth Management Solutions LLC, holding the ChFC® designation and a Series 63 license, with 38 years of industry experience. His career includes roles at Mass Mutual Investors Services and Metlife Securities Inc. He is also an owner of The Fox Hill Inn Bed and Breakfast in Virginia. H2OLS Wealth Management Solutions provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and government entities. The firm employs a multi-disciplinary investment approach combining technical, fundamental, and quantitative analyses, offering discretionary portfolio management and pension consulting with an emphasis on documented risk and suitability.
ChFC®, Series 63
Oneonta, AL
Eagle Strategies (NY Life)
Angela Henderson is a financial advisor with Eagle Strategies (NY Life) based in Oneonta, Alabama. She holds the ChFC® designation and a Series 63 license, and has three years of industry experience. Her background includes nearly two decades at The HomeTown Bank of Alabama and roles at Wilson, Gregory & Henderson, LLC as well as NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.
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