Brandon Felix Ulloa
Investment adviser representative at Lincoln Investment
11 yearsExperience
1 stateRegistered in
$22BFirm assets
48 yearsFirm in business
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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
11 years in the industry.
- Lincoln InvestmentJan 2026 to now
- Spartan Capital Securities. LLCJan 2025 to now
- Bank of America, N.A.Apr 2023 to Jan 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2023 to Jan 2025
- Bad Ass AcademyApr 2022 to Mar 2023
- Salus Financial SolutionsJul 2021 to Apr 2022
- Baruch CollegeMay 2017 to May 2021
- Blink Voice CommunicationsNov 2016 to Apr 2020
- City College of New YorkAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7705156
- Firm CRD
- 519