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Lincoln Investment CRD 519
$22.0B regulatory AUM 595 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 1999-07-22 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pelicans Restaurant | El Paso | TX | 05/1979 | Present |
| Lincoln Investment Planning, Inc. | Evergreen | CO | 06/1999 | Present |
INSURANCE POSITION: General Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 18 SECURITIES TRADING HOURS: 10 START DATE: 01/02/2012 ADDRESS: 27905 Meadow Drive, Suite 6, Evergreen CO 80439, United States DESCRIPTION: Sell insurance and fixed annuities to prospective clients.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-11-13 |
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