Raymond Matthew Tropp

Lincoln Investment

30 Years of Experience

1 DisclosureBrokerSells 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 (1)

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Customer Dispute

June 2010

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Raymond is a partner selling life insurance and fixed annuities, dedicating minimal time to this activity. He also works nearly full-time as a financial advisor at Beacon Financial Advisory, opening and monitoring client investment accounts.