Lincoln S. Edgar
Professional summary
Lincoln Scott Edgar, who also goes by Scott Edgar, is a registered financial advisor currently at EDGAR INVESTMENT MANAGEMENT LLC located in Danville, California.
Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lincoln has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Lincoln Scott Edgar's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 16, 2009 - Present
EDGAR INVESTMENT MANAGEMENT LLC
Office #1: 516 Buttonwood Dr, Danville, CA 94506September 8, 2009 - November 3, 2009
LPL FINANCIAL LLC
September 8, 2009 - November 3, 2009
LPL FINANCIAL LLC
May 4, 2009 - September 8, 2009
ASSOCIATED SECURITIES CORP.
March 31, 2009 - September 8, 2009
ASSOCIATED SECURITIES CORP.
November 10, 1993 - February 20, 2002
SIFE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/16/2009)
Exams
Series 2
Date: 7/31/1986
Non-Member General Securities ExaminationCurrent Firm
EDGAR INVESTMENT MANAGEMENT LLC
CRD#: 152255 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 6 |
| AUM (Assets Under Management) | $ 5,931,790 |
Red Flags
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Company Information
EDGAR INVESTMENT MANAGEMENT LLC
CRD#: 152255Danville, CA 94506TRUST BUT VERIFY
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