LPL Financial
46yrs
Top advisor by experience in Cobleskill
42yrs
Based in Cobleskill, New York, Geoffrey Wright is a financial advisor with 42 years of industry experience. Geoffrey has been with Lincoln Investment since 2021. Lincoln Investment offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience42 years (since 1984)
How that compares ?Top 2% by experience in New York
Office2668 State Route 7 Suite 31, Cobleskill, NY 12043
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$157,266
Advisors at the firm900
States licensed ?1 state
Services through Lincoln Investment
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowLincoln InvestmentCurrent firm
Contact Geoffrey
(215) 887-8111Firm headquarters in Fort Washington, PA. Ask for Geoffrey. 2668 State Route 7 Suite 31Cobleskill, NY 12043Office · Get directions Facebook pageLincoln Investment
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Questions to ask Geoffrey
Tailored to Geoffrey’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Geoffrey
How do I contact Geoffrey?
Call Lincoln Investment at (215) 887-8111 and ask for Geoffrey Wright. Geoffrey works from the Cobleskill, NY office.
How long has Geoffrey been a financial advisor?
Geoffrey has been in the industry since 1984, about 42 years. Top 2% by experience in New York.
What licenses does Geoffrey hold?
Series 63. Tap any license on this page to see what it allows.
Is Geoffrey a fiduciary?
Geoffrey is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Geoffrey paid?
Lincoln Investment reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Geoffrey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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