LINCOLN ADVISORY GROUP, LLC

8111 Douglas Ave
Suite 600
Dallas, Texas 75225
Tel: 214-740-3300

About LINCOLN ADVISORY GROUP, LLC

LINCOLN ADVISORY GROUP, LLC, formally registered with the SEC as LINCOLN ADVISORY GROUP, LLC. The firm was established in 12/28/2001. They have over 2 offices throughout the country.

LINCOLN ADVISORY GROUP, LLC is a Dallas, Texas based Financial Planning firm with nearly $2,987,339,005 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114003
SEC#	801-60805
Assets Managed by Firm	$2,987,339,005
No. of Clients	1
No. of Advisors	10

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$2,987,339,005

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