A complete list of active advisors currently associated with Lincoln Douglas Investments, LLC
Warmer can help you find a great advisor at Lincoln Douglas Investments, LLC or one who fits your needs even better.
Lincoln Douglas Investments, LLC is a team investment adviser (nine advisors, roughly $130 million in AUM) that primarily serves individual investors, with additional clients that include pension plans, trusts and business entities; the firm does not maintain a significant high‑net‑worth client segment. Services include discretionary and non‑discretionary portfolio management, financial planning, and participation in advisory programs (including an Evergreen Ridge program) that in some cases require clients to use LDI’s brokerage/clearing arrangements. Advisors develop portfolios from client risk profiles and employ a mix of strategies — long‑term and shorter‑term equity positions, mutual funds, fixed income, option strategies, margin and short sales — using technical, fundamental and cyclical analysis; accounts are reviewed at least annually and adjusted as conditions or client circumstances change. The firm describes operational practices such as batched order execution, trade‑error correction procedures, and the use of client custodians to deliver account statements and custody services. LDI is notable among peer team firms for its broker‑dealer registration and affiliated broker‑dealer activity, its registered insurance agents on staff, and its revenue arrangements tied to sweep products and 12b‑1 and transaction fees — conflicts the brochure discloses along with supervisory measures intended to address them. The firm also discloses a prior disciplinary settlement relating to inadequate supervision and notes ancillary capabilities (including staff with CPA credentials and multi‑state insurance licenses) that are less common among similarly sized advisory teams.
To learn more about the advisors currently working at Lincoln Douglas Investments, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Lincoln Douglas Investments, LLC's office locations.
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