Robert Charles Ouimet

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 09/2020
  Russell Investments
  Tacoma, WA
• 11/2020 → 01/2021
  Financial Engines Advisors L.L.C.
  Santa Clara, CA
• 03/2021 → Present
  Lincoln Investment
  Fort Washington, PA
• 03/2021 → Present
  Capital Analysts
  Fort Washington, PA
• 01/2021 → 03/2021
  Unemployed
  Palm Harbor, FL

Previous Registrations

• 2008-03-07 → 2020-10-22
  Russell Investments
  Tampa, FL
  St Petersburg, FL
  Hoover, AL
  Tampa, FL
• 2004-03-19 → 2006-01-12
  T. Rowe Price Advisory Services, Inc.
  Tampa, FL

Other Businesses

INSURANCE SERVICES POSITION: Insurance and Fixed Product Agent NATURE: Agent INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 10/02/2023 ADDRESS: 16241 N. Florida Ave, Lutz FL 33549, United States DESCRIPTION: Assisting clients with evaluating if insurance-based products are necessary for their respective financial servicing goals.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-16

Designations

• Certified Financial Planner