Thomas Genco is a CFP-designated registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 28 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
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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
1111 Superior Ave., Suite 2500, Cleveland, OH, 44114
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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
Thomas sells and services fixed life insurance products through Beacon Financial Partners and works as an IAR and CFP through Beacon Financial Advisory LLC full-time. He also works as a CPA independent contractor for Pease & Associates, dedicating about a quarter of his time to tax compliance and preparation.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Lincoln Investment Planning, LLC
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Sanders Morris Harris INC.
Sanders Morris Harris INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Wrp Investments, INC.Broker
State Registrations7 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.