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Series 63, Series 65
Princeton, TX
Lincoln Investment
Quinten Smith is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Forthright Capital Advisory, Forthright Capital Partners, Mutual of Omaha Investor Services, and Castle Advisors, among other firms. Outside of his advisory role, Smith is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house research and external managers.
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