Albemarle, NC N Second Street Office

Charles Roberts Jr. is a financial advisor with Lincoln Investment in Albemarle, NC, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His prior roles include positions at Principal Securities Inc., LPL Enterprise, Prudential Insurance Company of America, and Pruco Securities, LLC. He operated Roberts Financial Group from 2012 to 2024. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, utilizing both in-house and third-party strategies overseen by an Investment Management & Research team employing strategic and adaptive approaches.

William Robinson is a financial advisor with Lincoln Investment in Albemarle, NC, holding Series 63 and 65 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and has long-standing roles with Zodiac Enterprises Inc. and Northwestern National Life Insurance Co. Robinson serves as chairman of the board of directors for Chun University, which focuses on music and religious education, and is involved with local educational and church organizations. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.