Allen Lee Sasser
Investment adviser representative at Lincoln Investment
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$22BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Lincoln InvestmentMay 2026 to now
- Brust Wealth AdvisorsMay 2025 to Feb 2026
- Raymond James Financial Services, Inc.May 2025 to Feb 2026
- Jl Smith Holistic Wealth Management (dba for Advisory Business)Oct 2022 to May 2025
- C2p Capital Advisory Group, LLC dba Prosperity Capital AdvisorsJul 2022 to Mar 2025
- Petros Financial Group (D.B.A.)Nov 2021 to Jan 2023
- Bank of America, N.ADec 2012 to Nov 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2012 to Nov 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Lincoln Investment
Legal name: Lincoln Investment Planning, LLC
$22BAssets managed
138,369Clients
335Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5388135
- Firm CRD
- 519