Robert Oden is a registered investment advisor at Lincoln Investment, based in Ft. Lauderdale, FL, with 41 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
800 S. Andrews Avenue, Suite 204, Ft. Lauderdale, FL, 33316
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an investor in commercial real estate since 1981, dedicating minimal time to it. He is also the President and an investment advisor representative at Strategic Asset Management Group Advisors, working more than full-time. Additionally, Robert is an insurance agent selling life insurance and fixed annuities, spending minimal time on this activity.
Employment History
Current Registrations
Lincoln InvestmentBroker
Strategic Asset Management Group Advisors
Previous Registrations
Capital Analysts, IncorporatedBroker
Mutual Service Corporation
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.