Robert Lincoln has been an investment adviser representative at BTS Asset Management since December 2013, and is not listed among the firm’s executive officers or direct owners.
BTS Asset Management Inc is a Lincoln, MA firm with $145M under management, 448 clients and 4 advisers in one office, as of its March 2026 filing.
Robert Lincoln’s longest registration is the current one, 12 years at BTS Asset Management since 2013.
- Lincoln Investment Advisers, LLCAlso current– present · 2 yearsChapel Hill, NC · Adviser representative · Firm CRD 131181
- BTS Asset Management, Inc.Current– present · 12 yearsChapel Hill, NC · Adviser representative · Firm CRD 105215
Investment adviser representative registrations
Robert Lincoln is registered as an investment adviser representative in North Carolina, since December 2013.
- North CarolinaSince 4 December 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 May 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Robert Lawrence Lincoln
- CRD
- 4805064
- Firm
- BTS Asset Management · CRD 105215
- Office
- Chapel Hill, NC
- Registration
- Investment adviser registration
- In the industry since
- December 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Robert Lincoln work?
Robert Lincoln is an investment adviser representative registered through BTS Asset Management Inc since December 2013, and is not listed among the firm’s executive officers or direct owners.
Is Robert Lincoln a financial advisor?
Yes. Robert Lincoln has a current investment-adviser registration in North Carolina, through BTS Asset Management since December 2013.
How many years of experience does Robert Lincoln have?
Robert Lincoln has 12 years in the financial industry, since December 2013, across 2 adviser firms.
What exams has Robert Lincoln passed?
Robert Lincoln passed the Series 65 in May 2004.
Where is Robert Lincoln based?
Robert Lincoln’s registered office is in Chapel Hill, NC.
Is Robert Lincoln registered with FINRA?
No. Robert Lincoln has no current broker registration.
How can I verify Robert Lincoln’s record?
Search CRD 4805064 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Lincoln’s full registration record.
