Reginald B Suggs

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

• 10/2011 → 09/2023
  Valic Financial Advisors
  Chicago, IL
• 12/2022 → 09/2023
  Agia
  Houston, TX
• 09/2023 → Present
  Lincoln Investment
  Fort Washington, PA

Previous Registrations

• 2013-01-28 → 2023-10-09
  Valic Financial Advisors, Inc.
  Chicago, IL
  Chicago, IL
  Salt Lake City, UT
  Reno, NV
  Las Vegas, NV
  Addison, TX
  Oklahoma City, OK
  Santa Fe, NM
  Phoenix, AZ
  Albuquerque, NM
  St. Louis, MO
  Houston, TX
  Austin, TX
  Plano, TX
  Baton Rouge, LA
  Addison, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-11
• S63 Uniform Securities Agent State Law Examination
  2006-02-03

Other Names

• Reggie Suggs
• Reginald Suggs
• Reginald B Suggs
• Reginald B Suggs
• Reginald B Suggs