Thomas Mark Turchetti

Financial advisor at Lincoln Investment · Royal Oak, MI

Last updated 2026-10-10

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Thomas Mark Turchetti is a financial advisor at Lincoln Investment in Royal Oak, MI, CRD 721917. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2006-02-10.

Registration

CRD number
721917
Registration status
Active
IAPD registration
2006-02-10
Industry Experience
20 years
Work Experience
10 years
States registered
MI

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 2016-05 to 2017-01 · Legend Equities Corporation · Palm Beach Gardens, FL
  • 2016-06 to 2019-09 · Legend Advisory Corporation · Palm Beach Gardens, FL
  • 2017-01 to Present · Lincoln Investment · Royal Oak, MI

Current employment

SEC IAPD record for Thomas Mark Turchetti

Lincoln Investment

Regulatory AUM
$21,994,851,422
Registered advisors
904
Offices
517
Clients per advisor
153.1 (High)
Average AUM per client
$159K (Low)
High-net-worth client ratio
3.3% (Low)

Lincoln Investment: advisors, services and reported ETF investments

About

Thomas Mark Turchetti is a financial advisor at Lincoln Investment in Royal Oak, MI. Reported securities licenses include Series 63 and Series 65. The latest record indicates 20 years of industry experience and 10 years of reported work history. Reported roles include Legend Advisory Corporation, Legend Equities Corporation.

SEC disclosures list additional business and community activities: B&p Financial Position: Agent Nature: Insurance Investment Related: Yes Number Of Hours: 10 Securities Trading Hours: 1 Start Date: 06/01/2016 Address: 990 N: Main street, royal oak mi 48067, united states description: offer life, health, ltc and disability income products.

Lincoln Investment's firm-level Form ADV reports 904 advisors across 517 offices; approximately 153.1 clients per advisor, average assets per client of $158,958, and regulatory AUM of $22B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.

What this firm offers

Filed by Lincoln Investment on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Other Investment Adviser (Incl. Financial
  • Accountant or Accounting Firm
  • Lawyer or Law Firm
  • Real Estate Broker or Dealer

Location

990 North Main Street, Royal Oak, MI 48067

10 advisors at this office.

Lincoln Investment office in Royal Oak, MI

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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