Alan Edward Yanowitz

Lincoln Investment

34 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Lincoln Investment

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

982 advisors

Number of Clients

137,534 clients

Average Client Portfolio

$137K average

Assets Under Management

$18.9B

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

25825 Science Park Drive, Suite 110, Cleveland, OH, 44122

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History

Regulatory History (2)

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Customer Dispute

June 2015

Settled

Customer Dispute

October 2012

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan is a partner in a family limited partnership, an investment advisor representative, and a trustee for a family foundation and trusts. He also sells life, disability, and long-term care insurance and fixed and indexed annuities, and manages assets for various entities, dedicating about a quarter of his time to Beacon Financial Advisory, LLC.

Employment History

Lincoln InvestmentBroker

October 2015 - Present · 10 yrs 4 mos

Previous Registrations

Securities America Advisors, INC.

August 2005 - October 2015 · 10 yrs 2 mos

Securities America, INC.Broker

August 2005 - October 2015 · 10 yrs 2 mos

Lincoln Financial Advisors Corporation

January 2000 - August 2005 · 5 yrs 7 mos

Lincoln Financial Advisors CorporationBroker

February 1991 - August 2005 · 14 yrs 6 mos

The Lincoln National Life Insurance CompanyBroker

February 1991 - August 2005 · 14 yrs 6 mos

State Registrations7 states

CADCFLMIMNNYOH

AdvisorBrokerBoth

Exams

No exam information available for this advisor.