Albert John Gaiardo

Lincoln Investment

3 Years of Experience

Broker

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

Ligonier, PA

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Albert is a volunteer golf coach for the Ligonier Valley School District since 1996. This takes a full-time commitment during securities trading hours.

Employment History

Current Registrations

Lincoln Investment

May 2022 - Present · 3 yrs 9 mos

Capital Analysts

May 2022 - Present · 3 yrs 9 mos

Lincoln Investment

May 2022 - Present · 3 yrs 9 mos

Lincoln InvestmentBroker

May 2022 - Present · 3 yrs 9 mos

State Registrations4 states

KYNJPAVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.