Sophia Quinn Greene
Investment adviser representative at Lincoln Investment
12 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
Are you Sophia Quinn Greene? Claim your profile
Contact this firm
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
12 years in the industry.
- Lincoln InvestmentJan 2024 to now
- WegmansSep 2023 to now
- Full Time TravelJun 2023 to Aug 2023
- Homer School DistrictJan 2023 to Aug 2023
- Oswego School DistrictDec 2022 to Feb 2023
- YwcaAug 2021 to Dec 2022
- Fort PoolJun 2021 to Jun 2022
- SubwayApr 2020 to May 2021
- Suny CortlandAug 2019 to May 2023
- YmcaJan 2019 to Dec 2020
- St. Francis CommonsSep 2018 to Jun 2019
- Scriba Town ParkJun 2018 to Aug 2019
- Laker Swim ClubNov 2017 to Dec 2018
- Colloca's WineryJun 2016 to Aug 2017
- Full Time StudentJan 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7267237
- Firm CRD
- 519