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Benjamin Asher Lincoln

Investment Adviser Representative at REDWOOD WEALTH MANAGEMENT, LLC

Santa Monica, CACRD #4701280Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
6 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Benjamin Asher Lincoln has worked in the securities industry since 2004. They are registered to provide investment advisory services in California, Louisiana, Michigan, North Carolina, Ohio, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 6 states
CaliforniaLouisianaMichiganNorth CarolinaOhioTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/30/2004
SIE
Securities Industry Essentials Examination
Passed 12/18/2014
Series 7
General Securities Representative Examination
Passed 12/18/2003

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Redwood Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REDWOOD WEALTH MANAGEMENT, LLCCurrent
11/19/2014Santa Monica, CA
LPL FINANCIAL LLC
12/7/200712/18/2014Charlotte, NC
A. G. EDWARDS & SONS, INC.
7/7/200412/14/2007Charlotte, NC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at REDWOOD WEALTH MANAGEMENT, LLC

2 other advisors in the directory

View REDWOOD WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Benjamin Asher Lincoln has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.