Barry Rawls
Advisor at Lincoln Investment
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lincoln Investment
Location
Dublin, GA
Credentials
Series 63, Series 65
Industry experience
31 years
About
Barry Rawls is a financial advisor with Lincoln Investment in Dublin, GA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has operated Barry Rawls & Associates since 1993. Outside of advisory work, he is involved in managing estate holdings as trustee and executor, and he holds a stockholder and secretary role in a steel fabrication and industrial supplies business. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice with a combination of advisor consultation and programmatic management.
Client services
Based on Lincoln Investment
Financial planning
Portfolio management
Selection of other advisers
Occupation focus
Based on Lincoln Investment
Educators, Teachers, and Academics
Founder/Business Owner
Retired
Fee options
Financial Planning Services and Periodic Investment Consulting may be charged on a flat fee basis; specific amounts not stated.
$0 - $500,000: 0.15% Platform Fee (Wealth Solutions) $500,000.01 - $1,000,000: 0.12% Platform Fee (Wealth Solutions) $1,000,000.01 - $2,000,000: 0.10% Platform Fee (Wealth Solutions) $2,000,000.01 - $5,000,000: 0.08% Platform Fee (Wealth Solutions) $5,000,000.01 - $10,000,000: 0.06% Platform Fee (Wealth Solutions) $10,000,000.01 - $20,000,000: 0.04% Platform Fee (Wealth Solutions) $20,000,000.01 - $35,000,000: 0.03% Platform Fee (Wealth Solutions) $35,000,000.01+: 0.02% Platform Fee (Wealth Solutions) $0 - $500,000: 0.24% Platform Fee (Workplace Retirement Solutions) $500,000.01 - $1,000,000: 0.21% Platform Fee (Workplace Retirement Solutions) $1,000,000.01 - $2,000,000: 0.19% Platform Fee (Workplace Retirement Solutions) $2,000,000.01 - $5,000,000: 0.17% Platform Fee (Workplace Retirement Solutions) $5,000,000.01 - $10,000,000: 0.15% Platform Fee (Workplace Retirement Solutions) $10,000,000.01+: 0.15% Platform Fee (Workplace Retirement Solutions)
Commission-based compensation is reported in SEC Part 1 and acknowledged in brochure; specific rates not stated.
Financial Planning Services may be charged on an hourly fee basis; specific rates not stated.
Account minimum: Varies by Advisor and platform; examples include $10,000 for Lincoln Strategic and Adaptive Intelligence Models, $25,000 for J.P. Morgan Investment Management, and $150 periodic investment plan minimums. Some Advisors may not establish a minimum. Minimum fee: Client Custom Portfolios Program has a minimum annual Platform Fee of $100 per year. Fee-only: Financial Planning Services and Periodic Investment Consulting offered on flat fee or hourly fee basis; specific amounts not stated.
Location
Dublin, GA
Most active in
Barry R has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Work history
Lincoln Investment Planning, Inc.
2012 - Present (14 years)
Barry Rawls & Associates
1993 - Present (33 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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