Robert L. Lincoln

BTS ASSET MANAGEMENT

CHAPEL HILL, NC

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CRD#: 4805064

Professional summary

Robert Lawrence Lincoln, who also goes by Bob Lincoln Ph.d, is a registered financial advisor currently at BTS ASSET MANAGEMENT, INC. located in Chapel Hill, North Carolina and LINCOLN INVESTMENT ADVISERS, LLC located in Chapel Hill, North Carolina.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Robert has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Lincoln Ph.d

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

REDBUD STUDENT RENTALS (PERSONAL REAL ESTATE RENTALS)123 HUNTERS RIDGE RD. CHAPEL HILL, NC 27515. RESIDENTIAL RENTALS. OWNER SINCE 2006. 50 HOURS/MONTH, 25 HOURS/MONTH DURING SECURITIES TRADING HOURS. MANAGEMENT OF LEASING AND ONGOING OPERATION.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Lincoln's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 4, 2013 - Present

BTS ASSET MANAGEMENT, INC.

RIA

CRD#: 105215

CHAPEL HILL, NC

Current

June 6, 2024 - Present

LINCOLN INVESTMENT ADVISERS, LLC

RIA

CRD#: 131181

CHAPEL HILL, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BTS ASSET MANAGEMENT, INC.

BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.

CRD#: 105215 / SEC#: 801-14895

RIA

Registered Investment Advisory firm - (10/25/1979 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

North Carolina
(12/4/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/14/2004

Uniform Investment Adviser Law Examination

Current Firm

BTS ASSET MANAGEMENT, INC.

BTS ASSET MANAGEMENT INC | BTS ASSET MANAGEMENT, INC.

CRD#: 105215 / SEC#: 801-14895

RIA

Registered Investment Advisory firm - (10/25/1979 Approved)

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Contact information

Main Address

55 Old Bedford Road Suite 203, Lincoln, MA 01773

Mailing Address

Phone number

(781) 863-2545

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BTS ADV PART 2A & 2B (11/25/2025)

Regulatory assets under management

Total Number of Accounts	590
AUM (Assets Under Management)	$ 188,801,492

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert L. Lincoln

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lawrence Lincoln's CRS (Customer Relationship Summary).

Certified licenses

Experience

BTS ASSET MANAGEMENT, INC.

LINCOLN INVESTMENT ADVISERS, LLC

Primary Firm SEC Registration

BTS ASSET MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/14/2004

Current Firm

BTS ASSET MANAGEMENT, INC.

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BTS ASSET MANAGEMENT, INC.

TRUST BUT VERIFY

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