Raymond Matthew Tropp

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

• 12/2006 → Present
  Beacon Financial Partners
  Beachwood, OH
• 06/2015 → Present
  Beacon Financial Advisory Llc
  Cleveland, OH

Previous Registrations

• 2010-04-26 → 2012-06-01
  Cincinnati Analysts, Inc.
  Cleveland, OH
  Cincinnati, OH
• 2006-12-05 → 2010-05-21
  Sanders Morris Llc
  Beachwood, OH
  Beachwood, OH
• 2000-01-01 → 2006-12-06
  Osaic Fa, Inc.
  Cleveland, OH
  Orange Village, OH

Other Businesses

LIFE INSURANCE AND FIXED ANNUITIES POSITION: Partner NATURE: Insurance and Investment INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2013 ADDRESS: 25825 Science Park Drive #110, Beachwood OH 44122, United States DESCRIPTION: Get quotes BEACON FINANCIAL ADVISORY POSITION: IAR NATURE: IRIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 150 START DATE: 11/06/2017 ADDRESS: 25825 Science Park Drive #110, Beachwood OH 44122, United States DESCRIPTION: Opening and monitoring client investment accounts through the RIA.

Exams

• S63 Uniform Securities Agent State Law Examination
  1995-10-20

Other Names

• Raymond Matthew Tropp